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It is suggested that brokers create a separate workspace for every client.
Here's how to create a new client workspace.
First, click on the workspaces tab.
Second, click create new workspace on the bottom of the page. A pop up window will appear.
Next, give your workspace a name; it is suggested that you use your client's name to label the
workspace.
I will use ABC Inc as an example. Next, click the bubble inside the client workspace.
That's it!
Your new client workspace will appear on the page, under the client workspaces section,
organized alphabetically.