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What is a Collection?
A Collection is a named group of related records or data within the Workspace. When you open a deal, its collections might include call notes, linked contacts, action items, and related opportunities. Each collection is a focused slice of the deal's full history.
Collections keep the Workspace organised as deals grow more complex. A six-month enterprise deal accumulates many notes, calls, and contacts. Collections make sure nothing gets lost, and everything stays connected to the deal intelligence layer.
Why It Matters
Reps change, deals get reassigned, and context disappears. Collections preserve that context at the record level so the next person who picks up a deal has everything they need to continue, not start over.
