🎯 Level 1 - How to use Breakcold CRM

Workspace & Profile

Workspace & Profile

Workspace & Profile

Learn how to manage your workspace & profile

🎯 Level 1 - How to use Breakcold CRM

1 min read

80/20 summary - what to remember

1 workspace = 1 paid plan.

If you want more than 1 workspace, you'll need to pay multiple subscriptions.

1°) How to invite team members?

Step 1: click on invite teammates

Step 2: write the email address of your teammate (don't use capital letters)

He/she will also be notified via email.

2°) How to revoke an invite or a team member?

You need to go to your settings and then to Members.

3°) How to add a profile picture and why?

You should set up your profile picture using this link because it will help you stand out when you want to tag your team members in notes and more:

4°) How to change your email address?

You can update your email address by going to settings then Security.

5°) How to rename, create and reset your workspace?

You can do all these actions from by going to settings, then General.

Renaming your workspace is a recommended practice.

6°) How to switch workspaces?

When you click on settings, you'll have the possibility to switch workspaces on the bottom left.

Still need help?

Workspace & Profile
80/20 summary - what to remember
1°) How to invite team members?
2°) How to revoke an invite or a team member?
3°) How to add a profile picture and why?
4°) How to change your email address?
5°) How to rename, create and reset your workspace?
6°) How to switch workspaces?