CRM Notion Template Documentation

Page 1: Contacts Database

Purpose:

The Contacts Database is designed to store all relevant information about individuals or organizations you are working with, such as leads, clients, or partners. It provides essential details about each contact, their status, and who is responsible for managing them.

Fields/Properties:

1. Name: The primary name of the contact (individual or company).

2. Company: The company or organization the contact is associated with.

3. Email: The contact’s email address for communication.

4. Phone: The contact’s phone number for reaching out.

5. Status: The current status of the contact, such as “Lead,” “Client,” or “Inactive.” This helps in identifying the stage of your relationship with the contact.

6. Assigned to: The person responsible for managing the contact. This is a “Person” field that allows you to assign a team member.

7. Assigned by: The person who assigned the contact to the team member. This helps track the source of assignments and accountability.

8. Notes: Any additional important information about the contact, such as preferences, special requirements, or interaction history.

Page 2: Tasks Database

Purpose:

The Tasks Database is used to track tasks and activities related to the contacts from Page 1. It allows you to manage to-do items, follow-up actions, and deadlines associated with each contact, ensuring nothing is missed.

Fields/Properties:

1. Task Name: The name or brief description of the task that needs to be completed.