Let’s make this easy:

First let’s make sure we have a primer around the ‘What’ and ‘Why’ of our Data Center:

Each of us will be added as a Guest into our select datasets. Step one is for you to create a new Notion account.

We can select the Free version as it meets all our needs at this time.

Please sign up using your @corepln.com email address.

Great!

Once you’ve hopped into your Notion space, notify the CCO to activate access into your database.

From this point you’ll have access to your client base where you will be able to utilize this as a central source of truth on client information.

We’ll soon be releasing video walk throughs and helpful tips to keep your database clean and organized.

Mic Drop *