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CRM Workspace

Sales tasks and targets for the team, separate from the deal board.

Where

CRM → Workspace (desktop CRM menu).

Use it for sales-task style work and targets when your agency runs outreach from Clippter. Deals and quotes still live under Deals / Quotes, Workspace is the activity layer beside the pipeline.

Related

  • Companies, contacts, and deals
  • Capture client emails with CC
  • Pipelines and deal stages
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