One workspace. A team moving together.
Set up roles, shared notes, and a prospecting process people can follow.
Give each workspace a purpose
Use a workspace for a team, client, or business unit with a clear purpose. A focused workspace makes it easier to understand which searches, leads, and exports belong together.
Invite the right people
Invite teammates from workspace settings and choose roles based on the access they need. Pending invitations hold seats, so review outstanding invitations when managing your team allowance.
Agree on your vocabulary
Choose a small set of tags and statuses that everyone understands. Write notes with enough context for the next person to pick up the work. Review duplicates before two teammates research the same company.
Review usage as a team
Check monthly search usage, member seats, and export limits in billing. Plan upgrades are workspace decisions. Members with the appropriate billing permissions can preview a change before confirming it.
Put a little insight into practice.
Explore the workflow with our interactive product demo.
Take a closer look