What Kirk One is, and the two workspaces inside it

Kirk One contains two separate workspaces. Knowing which one you are in explains almost everything else.

Kirk One is Kirk & Co.'s CRM and business platform: one application containing two workspaces. Which one you are looking at determines what the navigation shows and what the data means.

Sales Dashboard

Your own book of business: the leads you are chasing, the clients you have won, the pipeline they move through, and what you have collected. This is the workspace you spend your day in.

Website Manager

What a client sees about the website you built for them: traffic, search performance, invoices, and the notes you have written about their site. Administrators can open it on a client's behalf.

Switching between them

The workspace switcher sits near the top of the sidebar, just under the logo. It only appears for administrator accounts, because a client account has no Sales Dashboard to switch to.

The important distinction. The Sales Dashboard is about your customers. The Website Manager is about one client's website. They never mix, and no data is shared between accounts.

Still stuck? Tell us what you were trying to do and we'll help.

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