How do I create a new workspace in Clickmax?
In Clickmax, a workspace is called a project: a separate environment with its own contacts, funnels and settings.
- Go to Settings.
- Open the project list and click Create new project.
- Give it a name and work through the steps to set the environment up.
Each project runs independently. How many projects you can have depends on your plan.
Related
If it didn't work
- Cannot see the option to create a project? It may be a missing permission: see no permission.
- Hit your plan's limit? Check how many projects I can have.