Notion Build With Me: Connect Personal CRM to To-Do List

Copy The Template Inside Notion: https://www.notion.so/redgregory/Personal-Professional-CRM-2-0-1c2e14ac5dbf4b38941fd50102c317e5

As a Notion consultant I did a lot of work with small teams and building contact lists. More importantly, I helped create connections between contacts, schedules, to-do lists and production pipelines. In this video I show you how to make a personal and professional CRM dashboard inside Notion using nested databases and, filters and formulas. Also included is a follow -up queue to keep track of who to contact next.

Timestamps:
0:00 - Intro
1:04 - The Skeleton CRM Template Setup
3:53 - The Personal Contacts and Birthdays
6:20 - Sort Contacts Option: Extract Last Name
7:07 - Find Contact's Age
7:54 - Professional Contacts & Company Cards
11:43 - The First Funnel: Contacts to Schedule
15:31 - The Next Funnel: Meeting Notes Template
19:33 - Building a Follow-up Queue
23:53 - Outro

My Notion Blog: https://www.redgregory.com/
My Twitter: https://twitter.com/RedGregory1

#notion #notiondashboard #crm

Red Gregory

I'm a Notion.so ambassador that enjoys sharing different tips and tricks to improve your experience with the program. Whether you are new to Notion or a pro, I hope to lend some help.