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Workspaces

Workspaces are specialized sections in the portal designed to help you manage your sales and support operations efficiently.

Available Workspaces​

Sales Opportunities​

The sales opportunities workspace helps you track and manage potential sales leads that are generated when:

  • Users express interest in solar panel installations
  • Customers want to change their electricity rates
  • Cross-selling opportunities are identified through the app

Through this workspace, you can:

  • View all sales opportunities in one place
  • Track the status of each lead
  • Access customer information
  • Monitor conversion rates
  • Manage follow-ups

Learn more about Sales Opportunities

Support Tickets​

The support tickets workspace centralizes all customer inquiries and issues in one place, allowing agents to:

  • View all support tickets
  • Track ticket status (New, In Progress, Pending Response, Resolved)
  • Access relevant customer information
  • Respond to customer inquiries
  • Monitor resolution times
  • View support history

Learn more about Support Tickets

Accessing Workspaces​

You can access these workspaces through the left sidebar menu under the "Workspaces" dropdown. Each workspace opens in the main content area and provides its own specific set of tools and functionalities.