Migrating to CRM Workspace

concept australia Updated Sep 10, 2026 1 min read migrate-to-configurable-workspace.md
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If you are currently using CSM Agent Workspace, you can implement CRM Workspace and continue using some of your existing CSM Agent Workspace configurations.

Some configurations can be used by both CSM workspaces while others need to be configured specifically for CRM Workspace. Of these configurations that are specific to CRM Workspace, some are accomplished in the platform interface using lists and forms, while others are accomplished using the UI Builder.

Use the topics in the following table to explore CRM Workspace features. Then follow the steps to implement CRM Workspace and migrate your existing CSM Agent Workspace configurations.

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