Within the Customer Success Workspace you have some flexibility to choose which objects align with your customers, services/projects, and revenue.
However, currently you can only select 1 object for the services/projects, when you can select multiple objects for the revenue section. It would be helpful to be able to select multiple objects in the “Projects” dropdown menu, so each workspace could be customized.
For example, if you want to set up two separate customer service workspaces:
- Service Workspace - Set up for a service team who primarily handles ticket records and technical issues
- CS Workspace - Set up for a customer success or onboarding team who primarily works with projects, services, or custom objects created in the account
