About this template
Are you looking for an efficient way to manage your sales processes and keep track of your leads, deals, and activities all in one place? Our Sales CRM Notion Template is designed to help you streamline your workflow, ensuring that nothing falls through the cracks. Here’s what you’ll get: Features: Quick Actions • New Lead: Quickly add new leads with a simple click. • New Contact: Keep your contact list updated and organized. • New Account: Manage your client accounts effortlessly. • New Deal: Track your sales opportunities. • New Activity: Log meetings, calls, and follow-ups. Needs Attention Section: Stay on top of your tasks with a dedicated area for leads that need your immediate attention. This area will highlight leads that have not been contacted within the last week or have been stagnant. Leads, Deals, and Activities • Leads: Capture and organize all potential clients. • Deals: Move your deals through various stages (Qualified, First Contact, Proposal, Negotiation, Won, Lost) with ease. • Qualified: Track leads that have been vetted and are ready for the next step. • First Contact: Manage initial outreach efforts. • Proposal: Handle ongoing proposals and ensure timely follow-ups. • Negotiation: Keep an eye on deals in the negotiation phase. • Won: Celebrate your closed deals. • Lost: Learn from lost opportunities to improve your process.
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More by Sindre Fjellestad
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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.
