Set up your workspace

A workspace holds one business's companies, pipeline and team. A freelancer usually has one; an agency may keep one per client.

1. Create your account

   Sign up with your email and confirm it. If someone invited you, use the email the invitation went to and you'll join their workspace instead.

2. Name your workspace

   Give it the name your team knows it by. You can change the name and its identifier later in Settings › General.

3. Bring your team in

   Invite the people who sell with you from Team, or verify your company's domain so colleagues join on their own. See Invite your team.

You can belong to more than one workspace and switch between them from the account menu.