Sales workspace
Goal
Start the selling day from one fixed queue: what needs you today to move revenue. This is the CRM home. It is not a dashboard you arrange, and it is not My Work.
Who it is for
Staff with crm.view and the crm module. Each section also needs its own source. Without sales access, quote follow-up is absent. Without the matching financial, support, or logistics permission, that account alert is absent — the page does not show a zero in its place.
Preconditions
- Correct tenant session.
- CRM is enabled. If it is not, or you lack
crm.view, the address sends you to My Work.
Open the screen
CRM → Daily selling → Sales workspace (path /sales-workspace). Title: Sales workspace. Old bookmarks to /work and /work-hub open this page when you can use CRM.
This is not My Work (/my-work). My Work stays the cross-module inbox.
Steps
- Use CRM search to open a lead, deal, contact, or customer you can already see.
- If you manage a team, or you can filter by team, choose Team. All I can see is your own book. A team only narrows that book.
- Work the queue in order: today and overdue activities, conversations awaiting your reply, leads with no first touch, deals that need an action, quotes awaiting follow-up, account alerts, then recent assignments. A section that does not apply to you is not shown.
- Complete or Reschedule an activity from the row. The change is saved on the activity, then the queue refreshes. Open any row to go to the record that owns it.
- On a phone, the same work is one list. Actions stay on the row; nothing is only available on hover.
Result
You act on the next selling item, or you see that nothing in your book needs you. Counts match the same WorkActions items My Work would show for those sources.
Hard stops
- Missing
crm.view, or CRM disabled → you land on My Work, not an empty CRM page. - You cannot complete an activity without
crm.manage. The row still opens the record. - A hidden balance, credit hold, ticket, or shipment is omitted entirely.
- Closing-this-period and meetings without an outcome are not on this page yet.