Workspaces create entirely unique and independent instances of Leadfwd Sidebar. Each workspace is available within the same browser extension, but is entirely unique, ensuring that your Prospect List, LinkedIn Results, History, Sequences, Integrations, etc. is all completely separated. Best of all you can hop between workspaces with just one click.
Why use a workspace?
- Prospecting for unique clients
- Utilizing different LinkedIn account logins
- Prospecting for separate business units, brands or personas
Creating a workspace
There are two types of Workspaces that you can create:
- A workspace that uses your existing Auth Key and Secret, which means your Leadfwd account. If you're mainly in need of clean workspaces to separate different personas that you're prospecting or prospecting for clients that do not have a Leadfwd account, this is an easy option. You can create as many of these workspaces as you need.
- A workspace that uses an Auth Key and Secret from a different Leadfwd account. This can be a sub-client workspace if you're configured as an Agency account. These types of workspaces have their own Leadfwd contact database, data fields and sequences.
- To create a workspace, navigate to Settings and select "Workspaces"
- Then click "Add Workspace"
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