What it covers
Manage supported fields, language, pipelines and saved views with deliberate configuration controls.
Customisation and integrations
Workspace Studio
Configure how teams see and use NovaSoft One.
How it works
Configure the language and structure your team uses
Manage supported fields, terminology, pipelines and saved views from workspace configuration controls. Adapt the setup as teams learn what information they need to see and capture.
In practice
Keep field, pipeline and saved-view changes in one governed workspace area.
When to use it
Useful situations
- Adapt field labels to the language your team uses.
- Configure supported pipeline stages and saved views.
- Manage shared workspace structure deliberately.
A working path
How the work moves
Review
Open the configuration area and choose the supported field, label or pipeline control.
Change
Make the required workspace adjustment with the appropriate permission.
Confirm
Review the result in the relevant operational view and update team guidance if needed.
Illustrative scenario
pipeline terminology
A sales administrator renames a stage and checks the board with the team before using it in the next forecast review. Because the change is shared, the administrator can check the operational screen immediately and tell the team what new label, field or stage they should use next.
Before you start
What to check
- Configuration changes affect shared workspace behaviour.
- Available controls depend on plan and configuration permissions.
Can everyone change fields?
No. Workspace configuration follows the relevant access permission.
Are saved views included?
Supported saved views can be managed from workspace configuration.
Get started
See your customer work in one place.
Start with the core CRM for free, then add the tools your team needs.