My Workspace is a section of your CRM which can hold a number of Opportunities you want to keep an eye on. This feature is useful to save you time searching through the database for important Opportunities, or Opportunities you're accessing regularly.
Add to My Workspace
In the CRM tab, open the Opportunity you want to add to My Workspace.
Tick Add to My Workspace.
- In the CRM tab, select an Opportunity type and click on My Workspace.
Accessing My Workspace
You can view the My Workspace list from either the CRM tab:
Or the Dashboard tab: