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Having worked as a Salesforce Administrator for over 3 years, I've replicated the type of structure that you'd see in a traditional relational CRM e.g. Salesforce (although obviously, it's a lot more simple).
It includes separate but connected databases for sales, companies, people, meetings and products.
This design enables you to get a 360° view of your prospects, as you'll link all of your records of various types to the same page for your prospect.
What is a Notion template?
A Notion template is any publicly shared page in Notion that can be duplicated. They allow you to share your favorite workflows with the community, or duplicate other workflows that you want to use.
How do I duplicate a Notion template?
Navigate to the template you want to duplicate, choose the workspace you'd like to duplicate into from the dropdown, then hit the blue "Duplicate" button.
If you're already signed in, the template will be automatically added to your workspace. If you're logged out or don't have a Notion account, you'll be prompted to sign in or create one first!
How do I download Notion templates?
Duplicating a Notion template is the same as downloading a copy of it to your workspace. Just hit the blue "Duplicate" button and find it in your workspace's sidebar.
For general inquiries, you can visit our Shopper FAQs page.