WORKSPACE SETTINGS
General Settings
Configure workspace logo, name, workspace color, and danger zone actions
General settings let you update the workspace logo, workspace name, workspace color, and danger zone actions.
How to Get Here
- Click your workspace name in the top-left corner.
- Click Settings in the menu that opens.
- Click General under "Workspace" in the left menu.
Workspace Branding
Upload a Logo
- Click General in the left menu.
- Find the Workspace Logo card at the top.
- Click Choose File.
- Pick an image file from your computer.
- Follow the on-screen upload flow.
Your logo shows up in the workspace switcher dropdown and throughout the dashboard.
Tip
A square image works best. Use a file that is at least 256 by 256 pixels.
Change the Workspace Name
- Click General in the left menu.
- Find the Workspace Name card.
- Type the new name in the Workspace Name field.
- Click Update Name.
The name shows up in the top-left corner and anywhere the workspace is mentioned.
Set a Workspace Color
- Click General in the left menu.
- Find the Workspace Color card.
- Choose the color you want to represent the workspace if the color control is available.
The workspace color is used as an accent color in parts of the dashboard.
Delete a Workspace
Warning
Deleting a workspace is permanent. Everything is lost: campaigns, leads, CRM contacts, companies, deals, AI tool results, and all settings. This cannot be undone.
- Click General in the left menu.
- Scroll down to the Danger Zone.
- Click Delete Workspace.
- A confirmation box appears with a warning.
- Type in the exact workspace name to confirm.
- Click Delete.
Only Owners can delete a workspace.