ADMINISTRATION · WORKSPACE SETTINGS

Make the workspace fit the way your agency works.

Configure the business details and operating choices that give the CRM a consistent foundation. Keep branches, currency, measurement units, property types, pipeline stages and custom fields aligned with your agency.

Workspace settings · Design preview · Sample data · Click to explore

Workspace settings · Design preview · Sample data

Workspace settings design preview showing branches, currency, pipeline stages and custom fields
WHAT THE MODULE BRINGS TOGETHER

Workspace settings,
in the flow of your business.

An agency working across Delhi, Gurgaon and Noida can organise its branches while keeping shared conventions for property types, measurements and sales stages.

  • 01

    Maintain the business profile and branch structure

  • 02

    Choose currency and property measurement units

  • 03

    Configure the property types your agency handles

  • 04

    Define pipeline stages and custom information fields

  • 05

    Keep workspace administration with authorised team members

A CONNECTED WAY TO WORK

From context to the next action.

  1. 01

    Set up the agency

    Start with the relevant property, customer or business requirement.

  2. 02

    Configure operating choices

    Connect the details, records and team ownership that matter.

  3. 03

    Invite the team

    Keep the outcome visible and move the work forward with context.

USEFUL ANSWERS

A few things you might be wondering.

Have a question about your agency?
Talk to our team

How are business settings different from subscription billing?

Business settings describe how your agency operates inside the CRM. Subscription billing manages the ResultBull plan, payment history, invoices and account usage.

How can I explore workspace settings in my account?

Select Get Started to continue to the ResultBull login. Feature availability depends on your enabled workspace, subscription and the current beta rollout. Review the available options in your account before subscribing.

LESS SCATTER. MORE MOMENTUM.

Your next closing starts
with a better system.

Bring your leads, properties and people into one ResultBull workspace.

Get started Continue with your ResultBull account