📚 Workspace Training Modules¶
8-Day Structured Training Program
A comprehensive onboarding journey covering the full Workspace platform — from authentication and organization setup, through CRM, form building, enterprise configuration, workflow automation, and ETL data management.
🗓️ Program Overview¶
| Day | Focus Area | Key Hands-On Activity |
|---|---|---|
| Day 1 | Platform Introduction | Login & Navigation |
| Day 2 | Organization, Users & Roles | Create Organization · Manage Users · Assign Roles |
| Day 3 | CRM Introduction | CRM Components Overview · Create Workflow |
| Day 4 | Form Builder & Layout | Build a Customer Registration Form |
| Day 5 | Enterprise Settings | Configure Approval, Layout & Communication |
| Day 6 | Workflow & Allocation | Lead Allocation · Manager Approval · Sales Allocation |
| Day 7 | Dataset & Mapping | Create Dataset · Map to CRM |
| Day 8 | ETL (Data Upload & Mapping) | Upload · Map Fields · Import · Verify Records |
Day 1 — Platform Introduction¶
FOCUS: Get familiar with the Workspace platform, its modules, and overall architecture.
| Topics | Activity |
|---|---|
| Introduction to Workspace | Login |
| Architecture Overview | Workspace navigation |
| Modules | Module overview |
| Auth | Create sample organization |
| CRM | |
| ETL | |
| End-to-End Business Flow | |
| User Journey | |
| Navigation | |
| Dashboard Overview | |
| Best Practices |
Day 2 — Organization, Users & Roles¶
FOCUS: Set up a complete organization with hierarchy, users, roles, and workspace assignments.
| Topics | Activity |
|---|---|
| 🏢 Organization Setup | |
| Create Organization | Create a new organization |
| Organization Settings | |
| Branding | |
| Time Zone | |
| Currency | |
| Business Information | |
| 🏗️ Hierarchy Management | |
| Business Unit | |
| Branch | |
| Department | |
| Team | |
| Reporting Structure | |
| 👤 User Management | |
| User Creation | |
| User Activation | |
| Password Reset | |
| User Status | |
| Employee Details | |
| 🔐 Role Management | Create Roles |
| Create Roles | Admin |
| Permission Matrix | Manager |
| Module Access | Executive |
| Screen Permissions | |
| Action Permissions | |
| 📋 Workspace Assignment | |
| Users | |
| Roles | |
| Hierarchy |
Day 3 — CRM Introduction¶
FOCUS: Understand the CRM module — its purpose, business process structure, and key components.
| Topics | Activity |
|---|---|
| 💡 Introduction to CRM | |
| What is CRM? | |
| Business Process | |
| Workflow | |
| Form Builder | |
| Lifecycle | |
| 🧩 CRM Components | |
| Workflow | Create Workflow |
| Form Builder | |
| Allocation | |
| Dataset | |
| Stages | |
| Automation | |
| Reports |
Day 4 — Form Builder & Form Layout¶
FOCUS: Build forms using sections, panels, and fields — and apply professional layouts.
| Topics | Activity |
|---|---|
| 📝 Creating Forms | |
| Sections | |
| Panels | |
| Cards | |
| Fields (types) | Build a Customer Registration Form |
| 🖼️ Form Layout | |
| Simple Layout | |
| Professional Layout | |
| Left Panel | |
| Right Panel | |
| Master Form | |
| Cards | |
| Panel Width |
Day 5 — Enterprise Settings¶
FOCUS: Configure advanced enterprise-level features including approvals, communication, and data access controls.
| Topics | Activity |
|---|---|
| Approval | Configure |
| Escalation | Professional Layout |
| Metadata | Master Link |
| Communication | Customer Details |
| Resources | Communication Panel |
| Data Access | |
| Master Link | |
| Notifications | |
| Reminders | |
| Unique Fields | |
| Layout |
Day 6 — Workflow & Allocation¶
FOCUS: Configure CRM workflow stages, rules, and allocation strategies end-to-end.
| Workflow Configuration | Allocation | Activity |
|---|---|---|
| Workflow | Allocation Concepts | Create |
| Stages | Auto Allocation | Lead Allocation |
| Transitions | Manual Allocation | Manager Approval |
| Decision Points | Hierarchy Allocation | Sales Allocation |
| Buttons | Round Robin | |
| Rules | Load Balancing | |
| Visibility | Stage-wise Allocation | |
| Mandatory Fields | Reallocation | |
| Conditional Fields | Transfer | |
| Workflow Status | Escalation | |
| Allocation History |
Day 7 — Dataset & Mapping¶
FOCUS: Create datasets, define fields and relationships, and map datasets to CRM workflows.
| Topics | Activity |
|---|---|
| Dataset | Create Dataset |
| Dataset Creation | Map Dataset to CRM |
| Dataset Fields | |
| Lookup | |
| Relationships | |
| Reference Data | |
| CRM Mapping | |
| Dataset Mapping | |
| Master Mapping | |
| Validation |
Day 8 — ETL (Data Upload & Mapping)¶
FOCUS: Upload, transform, validate, and import data into the CRM using the ETL pipeline.
| ETL Topics | Mapping | Activity |
|---|---|---|
| Data Upload | ||
| CSV Upload | Column Mapping | Upload Customer Excel |
| Excel Upload | Field Mapping | Map Fields |
| Template Download | Transformation | Import to CRM |
| Validation | Mandatory Fields | Verify Records |
| Duplicate Check | Lookup Mapping | |
| Preview | Error Handling | |
| Import | ||
| Rollback |