Give your sales team a place to work together

Support and Sales are separate products within the same account when permitted. Workspace controls can give teammates Sales, Chat or both, while preserving owner and administrator access. Review the access included in your plan.

Use the team and product-access settings available to your account. What you can change depends on your role and permissions. Review access when a teammate’s responsibilities change.

Confirm the active business, available product access and source context before starting a task. This helps keep research, drafts and plans associated with the business they were prepared for.

Your team still decides who reviews work and takes the next action; CRM owners and follow-up tasks make those responsibilities visible. Sales research allowance is shared across the workspace, and Sales research credits remain separate from Chat usage.

Available with Conecto Sales or Suite. Compare the current plans for research capacity, team access and campaign allowances.