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Prerequisite Reading for Admins

The following builds on the information set forth in the “Managing Workspace Members” guide. Admins, please read it in full before beginning this section:

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Introduction to Collaboration

One of the founding principles guiding the development of BoogieBoard is the idea that the territory planning process should be wrapped in a collaborative platform. No more spreadsheets!

BoogieBoard is designed to make territory planning a team sport. Whether you’re working alongside sales leaders, RevOps analysts, or regional managers, collaboration happens seamlessly inside of BoogieBoard. From real-time updates and shared views to built-in commenting and role-based permissions, BoogieBoard keeps everyone aligned as you design, review, and approve territory changes.

Use this section to learn how to invite teammates, manage roles, share scenarios, and collaborate on territory design all from one central platform.