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Workspace

Team Limitless CRM

Workspace

Today's follow-up work, contact records, compensation answers, and admin tools in one place.

Today

Start here. This view should tell you what needs attention now and what to work next.

Work Queue

Compensation Plan

Ask about a specific contact or the wider business. Answers use CRM data, imported LifeWave fields, and your context-hub notes.

Contacts

Contact Detail

Select a contact to edit CRM-owned fields.
No contact selected.

Admin Overview

Keep workspace setup, user access, imports, and match review tidy here without letting these jobs clutter the daily workflow.

Data Tools

Imports, exports, and source cleanup.

Run Import


          


          

            
Exports

            

              Export contacts to a CSV in the same basic format as the systeme.io import file. Minimum export data is first name and email.
            

            

              

                
              

            

            
No export run yet.

          


          

            
Source Resets

            

              Reset source-system linkage without deleting the CRM contact record, tasks, notes, or activity history.
            

            

              

                
              

              

                
              

              
No reset action run yet.

            

          

        


        

          

            
Review Queue

            
Recent runs and anything still waiting for a decision.

          

        


        

          

            

              
Recent Imports

              
            

            

            

          


          

            

              
Pending Matches

              

                
                
              

            

            

            

          

        


        

          

            
Workspace Setup

            
Branding, workspaces, and access control.

          

        


        

          

            

              
Create Workspace

            

            

              Create another workspace you own, then switch into it from the header selector.
            

            

              

                
                
              

              

                
              

            

            
No workspace created yet.

          


          

            

              
Workspace Branding

              
            

            

              Set the workspace name and upload a logo image that appears in the CRM header and homepage.
            

            

              

                
                
              

              
No workspace logo uploaded yet.

              

                
              

            

            
No branding update run yet.

          


          

            

              
Workspace Users

              
            

            

              Create users who can sign in to this workspace and work only with this workspace's CRM data.
            

            

              

                
                
                
                
              

              

                
              

            

            

              

                
                
              

              

                
              

            

            
No user action run yet.