Sales CRM Set-Up for Notion! (+ Free Template)

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Learn how to build a simple Follow Up System in Notion with this tutorial! This intuitive free CRM Notion template will help you stay organized and efficient with your follow-ups. Plus, we'll cover advanced Notion formulas to make it even more powerful!

#NotionTemplate #Sales #notiontutorial

[ProductiveDude]

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[furkansimsek]

Great work, thank you for sharing this kind of tutorial that you guide us on how to build :)

[jcmoriaud]

Thanks for the system, I duplicated it and I'm learning the formulas... 👍

[DrJohnPollard]

This is really good, but the follow up functionality ideally sits in the transaction db. For example, while on a call, you could set the followup, or after you email someone.

[MarcelNathanael]

hello, can you tell the the difference between start and follow up? thanks

[HonchoUNO]

Been looking all over YouTube and can't seem to find a valid video to set up Siri Shortcuts. If you could do one how to incorporate it with the Habit Tracker that would be revolutionary, especially since it seems like no other YouTuber can seem to figure it out.

Thanks for the content!

[OoOhi_]

Hey can I ask you how to resize an image on notion on mobile

[OptiOppNotion]

Really great video and idea! You inspired me to create my own version. The one part of your setup that I decided to improve upon is interval days. It's not ideal to have it as a select, but instead a number so that you don't have to make adjustments to the formula every time you add a new interval and can set it at whatever you wish.

In my formula below interval days = "💬Frequency Days"

lets(

/* Styling */

overdueStyling, ["b", "u", "red_background"],
ontimeStyling, ["b", "u", "green_background"],
dueStyling, ["b", "u", "yellow_background"],


/* Dates */

today, formatDate(now(), "MMMM D, Y"),
daysUntil, dateBetween(prop("Next 💬"), prop("Last 💬"), "Days"),
overdueDays, dateBetween(now(), prop("Next 💬"), "Days"),

/* Result */

if(empty(prop("💬 Frequency (Days)")), "💬 Frequency Not Set",
if(prop("Next 💬") > now(),
("💬 Due In " + daysUntil + " Days").style(ontimeStyling),
if(today == formatDate(prop("Next 💬"), "MMMM D, Y"),
"💬 Due Today".style(dueStyling),
("💬 Overdue by " + overdueDays + " Days").style(overdueStyling)


))))

[imrnkhan]

Hey Carter, is there a way to include charts like Airtable's Interface Section?

[patrick-santamaria]

Hey dude, is there a way to contact you for inquiries?

[bdv]

There are hardly any Notion creatives that are not trying to flog templates of some form. It seems to be the ultimate goal of every video released.

[twojastaratowidziaa]

Wow, this video is amazing, congrats!!! Hey, is there any chance I could reach out to you? I might have an interesting offer for you.