Build a Personal CRM in Notion [Detailed Guide]
Автор: Creative Cove
Загружено: 2023-09-20
Просмотров: 5146
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In this video, I show you how to build a personal CRM in Notion that allows you to track relationships & commitments, schedule meetups and stay organized.
This personal CRM is ideal for everyone that wants to strengthen their personal relationships.
I hope you enjoy my video on how to build a CRM in Notion, as always, please comment below if you have any questions.
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Timestamps:
0:00 - What is a CRM & why do I need one?
1:21 - Tour of the personal CRM
5:01 - Setting up the database
6:13 - Work out a person's age
8:14 - Work out their next birthday
10:28 - Adding work details
11:48 - Show contact status
14:00 - Add person notes template
16:08 - Add CRM overview page
17:24 - Add cover photo to overview
19:05 - Create VIP tab
19:38 - Create upcoming birthdays tab
20:30 - Set up calendar
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