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What is the Workspace?
The Workspace is the central view for a single record. When you open a deal in MaxIQ, the Workspace surfaces all related collections: notes, action items, call summaries, contacts, and linked records. Everything attached to that deal lives here.
This eliminates the multi-tab workflow reps use to piece together deal context from Salesforce, email, and calendar. The Workspace connects directly to deal intelligence by surfacing AI-generated insights alongside the raw deal data.
What the Workspace Contains
- Collections of related records and information
- Notes and action items created during calls or reviews
- AI call summaries and next steps from EchoIQ
- Linked contacts, accounts, and deal history
- Editable fields for updating deal data without leaving the view
