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How to Manage Clients in Notion (For real)

Josh Redd - Notion Pro

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How to Manage Clients in Notion (For real)

26 704 просмотра · 2 года назад
Josh Redd - Notion Pro
2,87 тыс. подписчиков
26 704 просмотра · 2 года назад
ℹ️ In this video, I show you a unique way for creating and managing client portals in Notion. This method takes advantage of synced blocks and the Notion permission cascade to give you a true 2 way "portal" between external and internal management of your client, while maintaining a single source of truth for that client. You also don't have to share the database and expose your other client data. Not bad! Download the NEW Perspectives Pack template for free: https://notionstate.com/perspectives-... Download Notion (affiliate link) - https://notion.grsm.io/joshredd Join my newsletter - https://notionstate.ck.page/ CONNECT WITH ME Twitter - https://www.x.com/thejoshredd Email - josh@notionstate.com Website - https://www.notionstate.com/ Certified Notion Consultant - https://www.notion.so/consulting-part... TIMESTAMPS 00:00 - Intro 01:15 - Adding “Clients” 02:53 - The Client Template 05:28 - The Client Portal 10:25 - The Aesthetics 13:11 - Current Roadblock 15:05 - How to actually build it 20:31 - Outro Music from: http://tunetank.com/