Notion Tip: This template contains three connected databases to help you track leads, customer interactions and deals.
: This serves as the central repository for all client-related data.
: Tracks potential and ongoing business opportunities with clients.
: Records all interactions and tasks related to both clients and deals.
↓ Track potential and ongoing business opportunities with clients.
↓ Your closed deals get automatically added to the chart below.
↓ This serves as the central repository for all client-related data.
↓ Records all interactions and tasks related to both clients and deals.