Best practices for contact data
Keep stakeholder information clean: roles, email ownership, and how to avoid delivery confusion across many clients.
Prerequisites
- Access to the EShopSet workspace
Steps
- Follow the standard workflow for this topic in EShopSet.
Tips
- Keep client-safe content in the portal; keep internal delivery context in the workspace.
- Prefer workflow runs for repeatable execution and tasks for owned follow-ups.
Troubleshooting
- If you can’t find a page/action, confirm your role permissions.
- If content looks out of date, check the project timeline and latest updates.
