Switching Surfe saccounts

You can switch between all Surfe workspaces associated with your email address at any time in the Side Panel or within the Surfe App.

In the Side Panel

1. Click the gear icon to open your Settings

2. Click "Switch organizationé
                                                               

3. And now just choose the organization you would like to switch to!
                                     

In the Surfe App

1. Click your profile in the top-right corner of Surfe.

   

    

2. Select the workspace you want to access.

   

Do I need to connect a CRM?

No. You can create your account and access Surfe without connecting a CRM during sign-up. You can connect one later from your settings.