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Workspace behavior, identity, access, notifications, and connected systems.

Workspace

Data and behavior

Workspace dataMock datasetSafe sample records
Access policyDemo accessEnable for production
Identity providerLocal demoNo production identity

Workspace data

Real modeMock mode

Context previews

Set the delay for people, company, and detail previews. Chart data always appears instantly.

Recommended0.5 seconds
Instant2 seconds

Recommended onboarding

  1. 1

    Review offerings

    Confirm the services, owners, availability, and supporting materials.

  2. 2

    Add your first account

    Create a customer and contact, or start a new intelligence session.

  3. 3

    Connect systems

    Ask an admin to connect the database, email, CRM, and enrichment services.