Workspaces in FreedomSoft give you the ability to organize and manage your team with private, permission-based environments. Each Workspace is designed to keep records separate for individual team members while still allowing managers to oversee performance and move records as needed.
For example:
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Create Workspace A for Person A and only they can access it.
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Create Workspace B for Person B and only they can access it.
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A leads manager can access both Workspaces A and B, moving records between them when needed.
This setup makes it simple to manage even large teams (50+ people) inside one FreedomSoft account.
Note: Workspaces are included with Grow and Scale plans, since they are designed for team functionality.
Accessing Workspaces
New Workspace
- From the Leads tab, click Workspaces.
- The Workspaces page shows all existing Workspaces.
- To create a new Workspace, click the New Workspace button.
Creating a Workspace
When creating a new Workspace, fill out the form with the following details:
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Workspace Name – Often includes the team member’s name.
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Workspace Type – Select from the dropdown (choose Manual if unsure).
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Workspace Target – Choose Sellers or Buyers.
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Phone Numbers – Assign a FreedomSoft number (must not already be tied to another Campaign or Workspace).
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Workflow Automation – Choose the appropriate Workflow Automation to define record statuses. To learn more about the Workflow Automation feature in FreedomSoft, click HERE.
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Web Forms – Connect web forms to drive inbound online leads directly into the Workspace.
- Workspace Permissions – Set which team members can access or are restricted from the Workspace.
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Once complete, click Create Workspace.
Existing Workspaces
To click into one of the existing Workspaces, click on the name.
Inside a Workspace
When you open a Workspace, you’ll see the Visual Leads Dashboard, which shows all statuses for records inside that Workspace. This allows account owners and managers to track team performance in real time.
Moving Records Into and Out of Workspaces
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To Move Records Into a Workspace:
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Open the List or Campaign containing the records.
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Select the records.
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Click Distribute To → Select the Workspace → Click Apply.
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To Remove Records From a Workspace:
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Open the Workspace.
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Select the records.
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Click Remove From → Select the Workspace → Click Apply.
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Conclusion
Workspaces provide structure, accountability, and visibility across your team’s activity. Combined with Lists and Campaigns, they allow you to manage team members at scale while keeping performance organized and measurable.
To learn more about how all three work together, click HERE.