Teams: Sales & Marketing
Campaigns, requests and launches in one place
Plan campaigns as projects, manage content on Kanban boards, take internal requests through forms and follow the product launch dates.
What sales & marketing gets
Requests instead of e-mails
Internal requests arrive in one flow, with a deadline and an owner.
Launch dates in one place
Releases and milestones are visible in the project calendar and available as an iCal feed too.
Content approval
Build a workflow from draft to approval and keep the history of approvals.
How to get started
Four steps from the first configuration to everyday work.
- 1
Create the marketing space with campaign as the project type
- 2
Open a Help Desk with a request form for the rest of the company
- 3
Draw the content approval workflow
- 4
Plan launches on the calendar against the release dates
Capabilities in play
- Request forms
- Kanban boards
- Calendar and iCal
- Milestones
- Releases
- Custom fields
- Notification matrix
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