Build a Personal CRM in Notion [Detailed Guide]
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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
Watch video Build a Personal CRM in Notion [Detailed Guide] online without registration, duration hours minute second in high quality. This video was added by user Creative Cove 20 September 2023, don't forget to share it with your friends and acquaintances, it has been viewed on our site 3,136 once and liked it 94 people.