Custom fields and decisions, keyword and link listeners, listing websites and the HubSpot integration all belong to a single workspace, as do its lists, plan and credits. You can create a new workspace by clicking the name of the workspace at the top right, selecting "Switch workspace" and then "New Workspace". A new workspace starts afresh: it shares none of these with your other workspaces, and a HubSpot account can be connected to only one workspace.
Workspace setup
In "Settings", admins see the "Workspace setup" card. It shows the current settings; click its pencil to change them. The settings apply to every user and every list in the workspace.
- "Name": the workspace's name.
- "Currency": $, £ or €.
- "Default country": this country's code is added to phone numbers when the contact's country isn't known.
- "Unassigned prospects public on workspace": on, every member also sees the prospects nobody owns; off, only admins do.
"Email settings":
- "Add unsubscribe link to templates": whether the email form's "Include unsubscribe link" box starts ticked.
- "Email Bcc": one or more addresses added as Bcc to every email sent from ProspectSafari by any user. This can be useful to log emails in an external CRM (not needed for the HubSpot integration).
"Search and scraping settings" (deduplication):
- "Strict domain deduplication": on, any prospect with the same website domain is the same prospect. Off, the same domain at a different address can be a separate prospect, such as the branches of a chain.
- "GPS match (m)": the maximum distance in metres for two businesses to be considered the same. When you run a company search or upload a list, a prospect is not added if it counts as a duplicate of one already in the workspace. Note that two businesses in the same building may be considered duplicates.
- "GPS proximity (m)": the maximum distance in metres for two businesses to be considered close. When you run a company search or upload a list, new prospects this close to an existing one are shown to you, and you tick any that are in fact duplicates.
Here the GPS proximity is set to 15 metres. This is not a match.
Click "Save".
Whether a new prospect's website is read is chosen when you add it: see Websites. More about duplicates: Company search and Upload lists.