CRM
CRM

CRM

Created
Nov 29, 2019 9:31 AM
Tags

Personal Relationship Management

πŸ€” What this is

click the black triangles to see more detail

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Like a CRM but for personal relationships, to help you stay closer to friends and contacts
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The People template (database) below is where you add contacts and their information
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Click on "All - Simple (Table)" to see People in different ways (and make your own view)
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All of these views are based on the same database of information
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The second database for Events is a list of trips and activities, and is linked to the People database

* If you change the Goal field, you can adjust the formula in the Deadline field so that it works with your new option. Open a record in the database and update the current formula:

if(prop("🎯 Goal") == "Weekly", 7, if(prop("🎯 Goal") == "Monthly", 28, if(prop("🎯 Goal") == "Quarterly", 90, if(prop("🎯 Goal") == "Half-Year", 180, if(prop("🎯 Goal") == "Annually", 365, 999999)))))

For example, if you want to add a "Bi-monthly" you would replicate the logic used with the other options:

if(prop("🎯 Goal") == "Weekly", 7, if(prop("🎯 Goal") == "Bi-monthly", 60, if(prop("🎯 Goal") == "Monthly", 28, if(prop("🎯 Goal") == "Quarterly", 90, if(prop("🎯 Goal") == "Half-Year", 180, if(prop("🎯 Goal") == "Annually", 365, 999999))))))

πŸ–οΈ How to get it

The all-in-one workspace for your notes, tasks, wikis, and databases - Notion

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The all-in-one workspace for your notes, tasks, wikis, and databases - Notion
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First question after seeing all the amazing templates on Notion Pages is always, how do I copy one of these directly into my Notion? Unfortunately it's not yet that easy. Here's a workaround that makes it possible some of the time.

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πŸ’­ Why I did it

Remembering to get in touch is different to responding to a text or post on social

(and maybe a doc is as good as an app)

Using Notion as a personal CRM - Charlie Taylor - Medium

Because a good memory and a contacts app aren't enough ⏱ tl; dr I wanted a way of nudging myself to stay in contact with friends more often. Not because I needed the motivation or because it's difficult to do, but because life's busy and time passes quickly.

Using Notion as a personal CRM - Charlie Taylor - Medium

Click "All - Simple (Table)" πŸ‘‡ to see the contacts list in different formats and with filters ⬆️

πŸ™‚
Template (1): People

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All - Simple (Table)

8 views

πŸ™‚

All - Simple (Table)

πŸ™‚

All - Detailed (Table)

πŸ™‚

Get Info (Table)

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Get In Touch (Board)

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Birthdays (Calendar)

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Actions (Gallery)

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Poker Players (List)

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Interview Candidates (Kanban)

Name
🎯 Goal
🚩 Overdue
<-- Last
Next -->
πŸ”¨ Action
Shared Event
🚜
Fil
Weekly
January 21, 2019
January 29, 2019

Return his camera next time!

🀑Comedy night (Jan 2019)πŸ›©Trip to S. Africa (2019)
πŸ‡ΊπŸ‡Έ
Louise
Weekly
January 21, 2019
February 5, 2020

🀑Comedy night (Jan 2019)
😸
Ann
Monthly
February 2, 2019

πŸ‘Ÿ
Tim
Quarterly
November 5, 2018

πŸ›©Trip to S. Africa (2019)
πŸ‘”
Andy
Quarterly
December 19, 2018

Arrange dinner @April 10, 2019 8:00 AM (GMT+1)

✈️
Simone
Half-Year
January 28, 2019
February 8, 2019

πŸ”¬
James
Annually
December 4, 2018
June 27, 2019

Share case study

Carl

Open "Trip to S. Africa" πŸ‘‡ to see how you can keep notes and files inside the table ⬆️

✈️🍷 Template (2): Events

All (Table)

3 views

All (Table)

Future (List)

Actions (Gallery)

Name
Date(s)
People
Files
πŸ›©
Trip to S. Africa (2019)
April 8, 2019 β†’ April 28, 2019
πŸ‘ŸTim🚜Fil
🀑
Comedy night (Jan 2019)
January 21, 2019
πŸ‡ΊπŸ‡ΈLouise🚜Fil