Click the Add item to workspace button
Clicking this button allows you to add new items or tasks to your workspace, enhancing your project management capabilities.
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Step-by-step guide covering: Click the Add item to workspace button; Click the Add new menu; Type 'Sales' in the Search Field; Click here to manage your…
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Step-by-step Guide9 steps
Click the Add new menu
This action opens a dropdown menu where you can create new items such as agents, boards, and folders within the AgentVibe app.
Loading screenshot…100%Type 'Sales' in the Search Field
Enter 'Sales' in the search input to filter and view relevant data associated with sales tasks and statistics on the dashboard.
Loading screenshot…100%Click here to manage your workspace
Clicking this link will take you to the management features of your workspace, allowing you to customize settings and view detailed reports.
Loading screenshot…100%Click the Move to option
This allows you to choose where to relocate the selected item, with options like moving to a folder, workspace, or template.
Loading screenshot…100%Click the Sales section
By clicking on the Sales section, you'll access the Sales dashboard, where you can view and manage your sales activities and reports.
Loading screenshot…100%Click 'Click here' button
By clicking the 'Click here' button, you will initiate the desired action related to the current task or widget displayed on your dashboard.
Loading screenshot…100%Click the Move to option
Select the 'Move to' option to access additional choices for relocating tasks. You can choose to move the task to a folder, workspace, or template.
Loading screenshot…100%Click the Sales section
Clicking on the Sales section will direct you to the sales-related tasks and reports, allowing you to manage leads and track your sales performance.
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