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Create a portfolio

Learn more about portfolio and how it works ?

M
Written by Marc Paquette

Portfolio feature let you create one-to-many portfolio types on specific dimension, for specific team.

For example, you can create a portfolio based on Buyers and Agencies for your Sales team, and another portfolio based on Publishers for your Publisher team !

  • Go to your company settings, then click on "Portfolios",

  • From there, click on the "New Portfolio Type +" button and fill the required fields — Name & Dimension,

  • Then click on the "Create" button.

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