How Setting up Your Lead Onion Workbench can Help Generate SUCCESS
Introduction
We created the workbench feature within Lead Onion to provide an overall view of how aspects within the platform are working and performing for your business. The workbench area of the platform allows you to set up a work area that is specific to your business’s needs and strategy. By utilising the workbench area, you will be able to quickly access all the tools that are used frequently. The workbench area can be accessed in the top left section of the main screen, where you can click in to create your personalised workbench. With Lead Onion, you can track new intent data easily, monitor workflows and cadences all from one place.
Why should you set up your workbench area?
If you are looking for a better overall insight of your business, then you definitely need to set up your workbench area. You can segment all of the different aspects of the platform and see exactly what’s working for your business. Take for example your intent, you can view the total number of companies showing intent, company intent by day and percentage of companies revealed all from the one place. You can set up as many workbench tabs as you require, as you may want a different one to monitor your intent, prospects, workflows and cadences.
How to personalise your workbench area
You can easily personalise your workbench area by simply clicking on the widgets that are the most important to your business, then you can drag and drop the different elements to meet your desired layout. Please see the example below:
A new feature added within the workbench area is the tabbed workbench view along the bottom, which allows you to view your multiple use cases/ users at a quick glance. Another great feature you can utilise when setting up individual users is what exactly that user can view and have access to. For example, if you perhaps have external stakeholders building or writing your cadences for you within the platform and you don’t want them to have access to the full platform, Lead Onion allows you to manage this within the user set-up.
Set up Your Team Chat Widget
Setting up the team chat widget within your workbench will further improve the productivity of your business. When you create your team chat widget, you will then see a separate chat being created within the chats area.
Benefits of Team Chat
✅ You can collaborate with your organisation from the one place.
✅ Communicate easily with external stakeholders about tasks and projects they are working on.
✅ Reduced subscriptions fees, as you will no longer have to pay to use multiple communication channels.
✅ Increased productivity among all team members.
Conclusion
Taking some time to set up your own personal workbench area will allow you to reap the benefits that it offers. You will be able to keep an eye on all of your activity and from this make informed business decisions. Our team is here to help, so if you would like a more detailed demo on how to set up your workbench area for success, you can contact our success team. They would be happy to walk you through the set-up process and can also answer any queries you may have.
Team Lead Onion Success