Accounts | Global Database (CRM)

<aside> 👋 *A note from your Template Creator: Below is a “/linked view of a database” of the core database and different views (the tabs you see at the top) have been created to filter work by different properties. The “account spend” property is a rollup property that sums all projects related to the account.

🌟Also, please note the Database Template included within this database for creating a new account record. It has some linked views and button actions pre-built out for your convenience.

Filtered views are a great way to take a large amount of data and filter it down for easier consumption!* https://www.notion.so/help/views-filters-and-sorts

Also, check out the database templates I left for you here on this Database to jump start your new Projects. https://www.notion.so/help/database-templates

Learn more about rollups and relation properties here. https://www.notion.so/help/relations-and-rollups

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