With the recent launch of the Kanban and upgraded Calendar Record views, a number of common use cases can now be streamlined within the Databases Module. This allows users and managers more improved ways of working, from Task Planning and Management through to overall Project Tracking.
In the video below, Margaret Foley, VP of Customer Success at IntelligenceBank takes us through the most common use cases, particularly in relation to Marketing Processes.
If you have any questions about enabling these features or wish to know more about how they can utilised within your current workflow, please contact your Customer Success Manager.
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