Hello. As a team, we work via different worskpaces, however we share a lot of contacts and accounts. I can’t figure out if possible/how to create one pool of data, which all teams can feed into.
Need one place where all contacts and accounts can be viewed
Need to be able to cross-use data (contacts, accounts) between boards
i.e. Team in Workspace “A” can use the account that has been created in Workspace “B” (at the moment, if I create an account or contact in a specific workspace, it does not show anywhere else)
As a general business best practice, usually all accounts and and contacts are kept in a single perspective board.
By having a centralized location for each of these, it is easy then to “allocate” them to different boards, even if they are located in different workspaces. You can also easily categorize them ( for example, an account used in workspace a and c could have in a dropdown column the tags workspaceA and workspaceC, and you could also create views for these ).
I hope this helps, but should you need any professional assistance, please contact us at info@thespelas.com or set up a Free Consulting Meeting with us here.
Best Regards,
Giannis, Implementation Consultant at thespelas.com
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