Lead and team lookups are scoped to each workspace from the first step

Finding the leads a customer, expert, CSM, SDM or vendor is attached to now starts from the workspace they belong to, rather than searching everyone’s leads first and narrowing down afterwards. Five older lookups that worked the second way have been retired, so saving a lead also does a little less work.

The SDM side of the portfolio count on the team directory has an index of its own, matching the CSM side. The console’s fleet readiness check, which works out which roles each workspace has filled, has one too.

Nothing changes on screen. These reads stay quick as the number of leads and people in a workspace grows.