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Notion Tip: This template contains four connected databases to help you track leads, customer interactions and deals.
↓ Share this form to collect client details. Results will be automatically added to your CRM.
↓ This is all of your form submissions. You can send qualified leads to your CRM or move it to “Low Quality”.
↓ Your closed deals get automatically added to the chart below.
↓ This serves as the central repository for all client-related data.
↓ Track potential and ongoing business opportunities with clients.
↓ Records all interactions and tasks related to both clients and deals.