Sales CRM Set-Up for Notion! (+ Free Template)

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  • เผยแพร่เมื่อ 6 ม.ค. 2025

ความคิดเห็น • 29

  • @ProductiveDude
    @ProductiveDude  8 หลายเดือนก่อน

    Access Premium Notion Templates and Courses:
    go.productivedude.com
    Get Formulas and Free Template Here:
    greenlinemediasolutions.notion.site/Follow-Up-Hub-43df427266534e15bdb6b1c91676ab1a

    • @ProductiveDude
      @ProductiveDude  7 หลายเดือนก่อน +1

      @SeKKaa I will definitely check it out to make sure you get access.

  • @ai-foundations
    @ai-foundations 7 หลายเดือนก่อน +2

    Good stuff brother! Super useful.

  • @furkansimsek33
    @furkansimsek33 7 หลายเดือนก่อน +2

    Great work, thank you for sharing this kind of tutorial that you guide us on how to build :)

  • @GustavoDelgadoNoCode
    @GustavoDelgadoNoCode 7 หลายเดือนก่อน +1

    Liked very much the dashboard thing.

  • @jcmoriaud
    @jcmoriaud 7 หลายเดือนก่อน +1

    Thanks for the system, I duplicated it and I'm learning the formulas... 👍

  • @adriencreations
    @adriencreations หลายเดือนก่อน

    Super utile merci! Comment tu gères la récurrence au début du process? Un nouvel export CSV a chaque session de recherche?

  • @MarcelNathanael
    @MarcelNathanael 6 หลายเดือนก่อน

    hello, can you tell the the difference between start and follow up? thanks

  • @DrJohnPollard
    @DrJohnPollard 7 หลายเดือนก่อน

    This is really good, but the follow up functionality ideally sits in the transaction db. For example, while on a call, you could set the followup, or after you email someone.

  • @OoOhi0_0
    @OoOhi0_0 7 หลายเดือนก่อน

    Hey can I ask you how to resize an image on notion on mobile

  • @OptiOppNotion
    @OptiOppNotion 7 หลายเดือนก่อน

    Really great video and idea! You inspired me to create my own version. The one part of your setup that I decided to improve upon is interval days. It's not ideal to have it as a select, but instead a number so that you don't have to make adjustments to the formula every time you add a new interval and can set it at whatever you wish.
    In my formula below interval days = "💬Frequency Days"
    lets(
    /* Styling */
    overdueStyling, ["b", "u", "red_background"],
    ontimeStyling, ["b", "u", "green_background"],
    dueStyling, ["b", "u", "yellow_background"],
    /* Dates */
    today, formatDate(now(),"MMMM D, Y"),
    daysUntil, dateBetween(prop("Next 💬"), prop("Last 💬"), "Days"),
    overdueDays, dateBetween(now() ,prop("Next 💬"), "Days"),
    /* Result */
    if(empty(prop("💬 Frequency (Days)")), "💬 Frequency Not Set",
    if(prop("Next 💬") > now(),
    ("💬 Due In " + daysUntil + " Days").style(ontimeStyling),
    if(today == formatDate(prop("Next 💬"), "MMMM D, Y"),
    "💬 Due Today".style(dueStyling),
    ("💬 Overdue by " + overdueDays + " Days").style(overdueStyling)

    ))))

    • @ProductiveDude
      @ProductiveDude  7 หลายเดือนก่อน

      That’s incredible! Thanks for sharing.

  • @patrick-santamaria
    @patrick-santamaria 7 หลายเดือนก่อน

    Hey dude, is there a way to contact you for inquiries?

  • @HonchoUNO
    @HonchoUNO 7 หลายเดือนก่อน

    Been looking all over TH-cam and can't seem to find a valid video to set up Siri Shortcuts. If you could do one how to incorporate it with the Habit Tracker that would be revolutionary, especially since it seems like no other TH-camr can seem to figure it out.
    Thanks for the content!

    • @ProductiveDude
      @ProductiveDude  7 หลายเดือนก่อน

      I’ll look into that!

  • @imr4nkhan
    @imr4nkhan 7 หลายเดือนก่อน

    Hey Carter, is there a way to include charts like Airtable's Interface Section?

    • @ProductiveDude
      @ProductiveDude  7 หลายเดือนก่อน +1

      Check out this video I made on charts! :)
      th-cam.com/video/s5N8L-XmNE4/w-d-xo.html

  • @salimalbitar
    @salimalbitar 8 หลายเดือนก่อน +1

    LFG! 🔥❤️

  • @harrisoncaldeira
    @harrisoncaldeira 7 หลายเดือนก่อน

    Great video!

  • @bdv6083
    @bdv6083 8 หลายเดือนก่อน

    There are hardly any Notion creatives that are not trying to flog templates of some form. It seems to be the ultimate goal of every video released.

    • @ProductiveDude
      @ProductiveDude  7 หลายเดือนก่อน

      I think this tutorial will really help you focus and learn Notion. If you want to buy my templates that’s great but there’s also free options. 👍

    • @bdv6083
      @bdv6083 7 หลายเดือนก่อน

      @@ProductiveDude my point is the ultimate goal of most of these videos is to sell something. It is not to help people.

    • @processdrivenrealestate
      @processdrivenrealestate 7 หลายเดือนก่อน +3

      I think he’s doing plenty to be helpful and teach people the skills to do it themselves. However, not everyone wants to learn it, or has the time to do it. He’s helping people through free content and free templates and also helping the people who would rather buy a turnkey solution. 🤷‍♂️

    • @SurachPhotography
      @SurachPhotography 7 หลายเดือนก่อน

      @@bdv6083are you kidding me? Have you seen the hundreds of free videos giving useful content?

    • @DrJohnPollard
      @DrJohnPollard 7 หลายเดือนก่อน

      @@processdrivenrealestate I agree. You can want to teach and get money for templates or consulting. Why not?

  • @twojastaratowidziaa7632
    @twojastaratowidziaa7632 7 หลายเดือนก่อน

    Wow, this video is amazing, congrats!!! Hey, is there any chance I could reach out to you? I might have an interesting offer for you.

    • @ProductiveDude
      @ProductiveDude  7 หลายเดือนก่อน

      Sure reach out:
      Hello@productivedude.com

  • @user-eo8rd5jk6t
    @user-eo8rd5jk6t 3 หลายเดือนก่อน

    I have this another crm in notion which insane like yours I wonder if I can add them or maybe you can try, just as a project it would be great. I can send you the link or anyone who's interested

    • @ProductiveDude
      @ProductiveDude  3 หลายเดือนก่อน

      You could try you have the template right here! :)
      Or check out AiF and come to one of our calls where members discuss artificial intelligence and there are many Notion users as well, I do calls in here 4 times per week:
      www.skool.com/ai-foundations
      If not no worries! Glad you found this helpful, thanks for your comment.