--- title: "Sales and Account Workspace" slug: "sales-and-account-workspace" updated: 2026-07-23T10:07:13Z published: 2026-07-23T10:07:13Z canonical: "help.8x8.com/sales-and-account-workspace" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.8x8.com/llms.txt > Use this file to discover all available pages before exploring further. # Sales and Account Workspace **8x8 Sales & Account Workspace** is a communication and collaboration tool that helps you build stronger relationships with customers and prospects. You can optimize your sales and account engagement workflows and focus on high-value, long-term deals and relationships. It is dedicated to account success managers, field sales, outside sales, client sales, account executives, and customer engagement roles. It uses Salesforce® as their company’s CRM. - **8x8 Sales Workspace** is optimized for pre-sales workflows. It is dedicated to sales professionals working with prospects and opportunities and is available on **8x8 Work** apps (Desktop, Web, and Mobile). - **8x8 Engage Account Workspace** is optimized for post-sales workflows and focused on nurturing a sustainable account relationship, which integrates with Salesforce® and various calendars. It is only available for **8x8 Work for Desktop**and **8x8 Work for Web**. The **8x8 Sales & Account Workspace** integrates with Salesforce® and various calendars, including Office 365, Google, and iCloud. It enhances external and internal communications related to accounts and sales opportunities, featuring note-taking capabilities and automatic synchronization to the CRM. The **8x8 Sales & Account Workspace** solution is a communication and collaboration tool that helps you build stronger customer relationships and stay focused on high-value, long-term deals. As an **8x8 Work for Desktop**and **8x8 Work for Web** user, you now can communicate with your contacts and colleagues through a single window, as well as: - Import Salesforce® contacts and select Salesforce® List Views on Accounts that are imported into your workflow. - Link team rooms to their accounts to internally communicate and collaborate around your accounts all in one place. - Your interactions with the engaged contacts are automatically logged into Salesforce. **Activate **8x8 Sales & Account Workspace** (Beta)** **To activate the 8x8 Sales & Account Workspace (Beta):** 1. Go to **Settings ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-settings-wd_18x18.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A13%3A27Z&se=2026-11-03T22%3A13%3A27Z&sr=c&sp=r&sig=PkLkxPjUPS%2Fg0BHeiU0eiDRMC7SlHPfwkprG%2F%2FN7l8Q%3D)** > **Sales & Account Workspace (Beta) ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-saw_21x18.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A13%3A27Z&se=2026-11-03T22%3A13%3A27Z&sr=c&sp=r&sig=PkLkxPjUPS%2Fg0BHeiU0eiDRMC7SlHPfwkprG%2F%2FN7l8Q%3D)** , and switch on the **Sales & Account Workspace (Beta)** toggle. You can disable this option anytime. 2. Follow the activation steps described in the [Sales & Account Workspace quick guide](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/8x8-sales-account-workspace-quick-user-guide.pdf?sv=2026-02-06&spr=https&st=2026-11-03T21%3A13%3A27Z&se=2026-11-03T22%3A13%3A27Z&sr=c&sp=r&sig=PkLkxPjUPS%2Fg0BHeiU0eiDRMC7SlHPfwkprG%2F%2FN7l8Q%3D). ![Activate the Sales & Account Workspace](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/activate-saw.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A13%3A27Z&se=2026-11-03T22%3A13%3A27Z&sr=c&sp=r&sig=PkLkxPjUPS%2Fg0BHeiU0eiDRMC7SlHPfwkprG%2F%2FN7l8Q%3D) To learn how to manage opportunities and accounts in **8x8 Sales & Account Workspace**, see [8x8 Sales and Account Workspace quick guide](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/8x8-sales-account-workspace-quick-user-guide.pdf?sv=2026-02-06&spr=https&st=2026-11-03T21%3A13%3A27Z&se=2026-11-03T22%3A13%3A27Z&sr=c&sp=r&sig=PkLkxPjUPS%2Fg0BHeiU0eiDRMC7SlHPfwkprG%2F%2FN7l8Q%3D). After activating the **8x8 Sales & Account Workspace**, you can begin managing your opportunities and accounts directly through the **8x8 Work for Desktop**and **8x8 Work for Web** apps. > [!NOTE] > Note: > > Currently, accounts can only be managed from the **8x8 Work for Desktop**and **8x8 Work for Web** apps. ![Manage opportunities and accounts in 8x8 Sales & Account Workspace](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/saw-dashboard-general.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A13%3A27Z&se=2026-11-03T22%3A13%3A27Z&sr=c&sp=r&sig=PkLkxPjUPS%2Fg0BHeiU0eiDRMC7SlHPfwkprG%2F%2FN7l8Q%3D) **Manage opportunities flow (Beta)** The 8x8 Sales Workspace solution is designed for sales professionals who work with prospects and opportunities. It offers an optimized sales workflow that focuses on high-value, long-term deals. - Go to **Sales & Account Workspace (Beta) ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-saw_21x18.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A13%3A27Z&se=2026-11-03T22%3A13%3A27Z&sr=c&sp=r&sig=PkLkxPjUPS%2Fg0BHeiU0eiDRMC7SlHPfwkprG%2F%2FN7l8Q%3D)**. - Select a relevant list view from Salesforce. - Sort and filter the list view. - Manage opportunity contacts. - Select an opportunity contact. - Communicate and collaborate with contacts. - Create or assign rooms for internal collaboration and communication - Access details about opportunities. - Consult insights and future actions related to an opportunity. - Consult your upcoming calendar events with this opportunity. - Identify opportunities from incoming calls ![Manage opportunities in 8x8 Sales & Account Workspace](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/saw-manage-oppportunities.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A13%3A27Z&se=2026-11-03T22%3A13%3A27Z&sr=c&sp=r&sig=PkLkxPjUPS%2Fg0BHeiU0eiDRMC7SlHPfwkprG%2F%2FN7l8Q%3D) To learn how to manage opportunities, see [8x8 Sales and Account Workspace quick guide](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/8x8-sales-account-workspace-quick-user-guide.pdf?sv=2026-02-06&spr=https&st=2026-11-03T21%3A13%3A27Z&se=2026-11-03T22%3A13%3A27Z&sr=c&sp=r&sig=PkLkxPjUPS%2Fg0BHeiU0eiDRMC7SlHPfwkprG%2F%2FN7l8Q%3D). **Manage accounts flow (Beta)** The Account Workspace solution is a communication and collaboration tool that helps you build stronger customer relationships and stay focused on high-value, long-term deals. - Select a relevant list view from Salesforce. - Sort and filter the list view. - Manage account contacts. - Select an account contact. - Communicate and collaborate with contacts. - Create or assign rooms for internal collaboration and communication - Access details about accounts. - Consult insights and future actions related to an account. - Consult your upcoming calendar events with this account. - Identify accounts from incoming calls ![Manage accounts in 8x8 Sales & Account Workspace](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/saw-manage-accounts.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A13%3A27Z&se=2026-11-03T22%3A13%3A27Z&sr=c&sp=r&sig=PkLkxPjUPS%2Fg0BHeiU0eiDRMC7SlHPfwkprG%2F%2FN7l8Q%3D)To learn how to manage opportunities, see [8x8 Sales and Account Workspace quick guide](https://support-portal.8x8.com/documents/7298/attachments/17847).