I’m looking for assistance with setting up boards for multiple publications and their advertisers. My main objectives are:
· To create an individual board for each publication
· To organize an extensive client list across several publication boards
With this arrangement, I aim to easily track which clients are advertising in each magazine.
Hello,
This should be easy to set up creating automations and workflows if needed. Eg each publication board could be automatically created from a template on commencement
CRM is well set up for managing lots of clients. You can also have different workspaces to separate different business areas/ groups if needed.
if you want further support or a call let me know of DM!
