I am working with a client and trying to customize Copper for their needs:
They are a lobbyist with contractors around the country and he doesn't use the pipeline to reflect revenue. What we need is to be able to:
1. Example - track mini campaigns - legislative meetings, messaging, campaign plans, etc. What's the best way to set this up without duplication of tasks in Projects?
2. Example - if someone creates a "Pinned Note" - only the person that created it can change it. Sometimes another contractor needs to update that note. How can they do that without copying/pasting and deleting the previous note?
3. Example - since he is not using the Pipeline to track revenue, is that the best place to build out Onboarding clients, prospective clients, etc?
4. Example - several different clients have specific needs they want met by a government agency. What's the best way to create the agency and track the client's needs, progress, etc. and be able to link it back to each specific client or update it as legislation changes?