Dock Basics: Workspaces vs. Accounts

Workspaces

  • Dock operates around Workspaces. 
  • Workspaces are where you work with people outside your company
  • Use workspaces to run sales cycles, onboard customers, raise money, and more
  • Workspaces can be turned into templates 
  • Workspaces can be duplicated
  • Workspaces are linked to an Account

Accounts

  • Accounts represent relationships with people outside your company
  • The most common example of Accounts are customers

Accounts can have multiple workspace...

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