Definsive.com Wiki
CRM

CRM

💡
Notion Tip: Keep track of all the people you meet, what you know about them, when to reach out and say hello, and whether they're a professional contact. You can expand the table below into a full page by clicking ⤢.
Contacts
Name
Associations
Status
Last Contacted
Name
College
Inner Circle
👍
Mar 6, 2019
Name
Friend
College
👍
Mar 17, 2019

How this template works

You can delete this once you get the hang of it!
We used this formula in the Status column of the table above.
If more than 3 months have passed since the last time you contacted the person, you'll see "Time to reach out!" appear next to their name.
  • Edit the number 3 to change the time range for outreach.
  • Change the message that appears by editing "Time to reach out!" or the "👍"

Other cool things about this CRM

  • Click All Contacts at the top left of your table to view your people different ways — like just your professional contacts, or just your college friends.
  • Hover over anyone's name and click ⤢ OPEN to open an entire page about them where you can store their address, favorite dessert 🍰, or any other relevant info!
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