Making a Client Tracker and Client Portal in Notion
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This video explains how to use Notion to create a client portal and client tracker so that you have a centralized place to track all of the work you do with clients. This will help you keep track of everything going on with your client business so that there are no loose ends. This will help you when you're working with several clients at once.
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► TIMESTAMPS
00:00 - Intro
00:28 - Why creating client space is helpful?
01:18 - STEP 1: Creating Client database
02:13 - STEP 2: Creating Client views
02:43 - STEP 3: Creating Client space
05:18 - Outro