Workspace settings are managed by your administrator during onboarding.
| Name | Role | Status |
|---|---|---|
| Angus Koschmeder | Admin | Active |
| Rep 1 | Rep | Active |
| Rep 2 | Rep | Active |
| Rep 3 | Rep | Active |
Applied to every generated research prompt and every CSV export.
Influences CSV naming and field mapping. Live CRM push available in future builds.
Applied automatically to every research prompt for this workspace.
When enabled, new searches will avoid companies, websites, emails, and phone numbers that already exist in previous lead lists for this workspace.
In the live version, AI will generate a more detailed playbook from this description.
| Field key | CSV column name | Include | Required | Default value |
|---|
Clears all saved lead lists, favorites, scheduled searches, playbook edits, and export field customizations. Workspace and seed playbooks reload automatically. Use this to start a clean demo.