@ 4:58 "Linking the database" the slider in the middle looks like it get removed. Then it looks like companies and contacts are all on the same sheet. Can you explain how this happened?
At first, I just used the comment section of the lead/contact - as it auto populates the dates but as my needs increased, I simply created a "Communications" database and linked them.
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Keep up the amazing content fellow Notion creator 🔥
This was so useful, thank you!
Your'e a monster! Thank you soooooooo much from Brazil. You rulle!
@ 4:58 "Linking the database" the slider in the middle looks like it get removed. Then it looks like companies and contacts are all on the same sheet. Can you explain how this happened?
super easy simple explanation thank you!
Glad it was helpful!
That's great but a core functionality of a CRM is the tracking of touchpoints and conversations, do you have any way to embed this too?
At first, I just used the comment section of the lead/contact - as it auto populates the dates but as my needs increased, I simply created a "Communications" database and linked them.
The Music is creapy as hell