Use this dialog to create a new collaborative workspace.
- Name
- (Required) Type the name of the collaborative workspace to be created. For example, "Summer Marketing Plan." This field accepts up to 128 alphanumeric characters.
- Short Description
- Type a brief description of the purpose of the collaborative workspace. For example, "Discuss design changes for the 2002 summer marketing event." This field accepts up to 254 alphanumeric characters.
- Template
- (Required) Select a template to use as a base for the collaborative workspace from the list provided. For example, if the purpose of the collaborative workspace is for discussing plans for an existing contract and you have created a workspace template called "Contract", select this name from the list.
- Account
- Select the account name to be associated with the collaborative workspace. This list is only available to roles that are authorized to work with accounts, such as a Seller, Sales Manager, or Account Representative.