Momentum Docs
  • Getting Started
    • What is Momentum?
    • Onboarding Guide
    • FAQ
      • Joining a Google Meet meeting
  • Platform
    • Orientation
      • Self-Guided Training
    • Inbox
      • Inbox Queue
      • Week In Review
    • Constituents
      • Constituents Tab
      • Segments
      • Lists
      • Constituent Records
        • Overview
        • Plan
        • History
    • Workspace
      • Templates
      • Automations
      • Prospecting
        • Hidden Gems
    • Contacting Constituents
      • Scheduling Outreach
      • Sending Emails
      • AI Drafts
        • AI Drafting Examples
    • Assistant Mode
    • Momentum Mobile
      • Pocket Portfolio
      • Mobile Contact Report
  • Data
    • Data Models
      • Actions Data Model
      • Gifts Data Model
      • Donor Data Model
    • CRM Sync
      • Salesforce Integration
      • Blackbaud Raiser's Edge NXT Integration
    • Security
      • Artificial Intelligence Privacy
      • HIPAA Compliance
    • Email Integration
      • Email Logging
      • Microsoft 365 or Outlook Integration
      • Gmail Integration
    • DonorSearch Integration
  • Links
    • Momentum App
    • Momentum Homepage
    • Release Notes
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  1. Platform

Workspace

The workspace powers your inbox - and gives you control

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Last updated 11 months ago

The Momentum Workspace is where you can configure your Momentum environment to be perfectly suited to your org's requirements.

In the following sections we will break down all of the superpowers that you can unlock via the Momentum Workspace.

The Momentum Workspace