Relations, Dashboards, Planning

How To Build A Personal & Professional CRM In Notion

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📅 Personal CRM

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, filters and formulas. Also included is a follow -up queue to keep track of who to contact next.

 

Further Reading