Having worked as a Salesforce Administrator for over 3 years, I've replicated the type of structure that you'd see in a traditional relational CRM e.g. Salesforce (although obviously it's a lot more simple). It includes separate but connected databases for sales, companies, people, meetings and products. This design enables you to get a 360° view of your prospects, as you'll link all of your records of various types to the same page for your prospect.

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Having worked as a Salesforce Administrator for over 3 years, I've replicated the type of structure that you'd see in a traditional relational CRM e.g. Salesforce (although obviously it's a lot more simple).

It includes separate but connected databases for sales, companies, people, meetings and products.

This design enables you to get a 360° view of your prospects, as you'll link all of your records of various types to the same page for your prospect.

You can see a preview of this template here.

For your information, some reviews are coming from Gumroad directly. It's normal to not see them under this text.
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How can I duplicate the template?

Once you're on the Notion page, you will have the button "duplicate" on top-right. Click on it and choose your workspace. Your template should be there in a few instants 🎉

duplicate-template-screeshot

Having worked as a Salesforce Administrator for over 3 years, I've replicated the type of structure that you'd see in a traditional relational CRM e.g. Salesforce (although obviously it's a lot more simple).

It includes separate but connected databases for sales, companies, people, meetings and products.

This design enables you to get a 360° view of your prospects, as you'll link all of your records of various types to the same page for your prospect.

You can see a preview of this template here.

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