About this template
Storing your leads in a database with a lead tracker helps you organize and manage potential customers. By having all lead information in one place, you can follow up effectively and convert leads into sales. It allows you to prioritize high-potential leads and streamline your sales process. Benefits: - Lead Information Storage: Keep all lead details in one place. - Effective Follow-Up: Follow up with leads efficiently. - Sales Conversion: Convert leads into sales by managing them effectively. - Lead Prioritization: Focus on high-potential leads. - Streamlined Sales Process: Simplify and enhance your sales process.
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About this creator
More by Jay Luciano
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How to use this template with A.I
Delegate this template to NØtis and have your personal assistant automatically manage it for you.
1
Duplicate this template in your Notion workspace.
2
Create your NØtis account.
3
When authorizing NØtis to your Notion workspace, make sure to click "select pages to share with NØtis" and choose your new template in the list.
4
Make sure the template appears in your synced database and is activated.
Make it your own
Optionally, you can give additional instructions to NØtis directly by customizing the template.
1
You can add additional instructions for NØtis in the database descriptions. To access the description, right click a database and click "view database"
2
Add your instructions in the description. E.g. "For each entry, create a post for Instagram, Facebook and Twitter, etc."
3
You can also add instructions in each field descriptions. E.g. "A short description of the expense like 'dinner at Luigi'".
4
NØtis automatically sync your databases every hour but you cal always ask NØtis to synchronise them right away or ask the link to your user portal.
