Notion Office Hours: Building a CRM 🏬

Learn how to use Notion to create an advanced CRM. Our guest, Alex Sherwood, regularly shares templates in the Notion Made Simple Facebook community and you can find several of those in the Template Gallery.

[stephentassell]

I learnt so much from this excellent presentation.

Very well done Marie and Alex!

[zyaxczya]

6:06 how did they make the Last/Next Meeting property?

[Andrew_OHara]

hey how long do we have to wait before the

[minztricks]

Hello everyone) Maybe someone knows the solution to the problem:

if (prop ("Tariff") == "Standard", 1880, if (prop ("Tariff") == "Toning", 2680, if (prop ("Tariff") == "Designer", 2980, 0) ))

Now the prices for tariffs have changed and now when I change the formula, all values ​​in this column change accordingly.
Who knows how to decide? What would the old sales at the old price remain and be able to use the new prices?

[peterwhittle]

Can this be set up to run and track email and other marketing campaigns? e.g. if I load 200 companies & contacts, and want to send them all a letter, and an email, and follow up with phone calls?

[martinevans]

Just starting, new business with new leads being stored at this stage. I'd Like to be able to develop the data as I make contact, saving spreadsheets of Q&A's. Social media account & ongoing dialogue. Pretty basic stuff really. Also I am creating various databases that I need to add to the CRM. different levels of interaction will determine the level of priority. Basic stuff but new for me on this platform.