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복제하기(템플릿 미리보기) ▶ https://www.notion.so/Advanced-CRM-466a4888ba2b4128a6f1153e3c6c98c9
Having worked as a Salesforce administrator for a few years, I thought I'd see how much of Salesforce's core structure I could replicate in Notion. It turns out you can get pretty close!
The main advantage of creating dedicated databases for the different types of record is that it makes it easy to develop a sophisticated structure. You could easily add a Contact Roles database to this template, to link to Contacts and Opportunities, which would let you assign roles like "decision maker", "champion" fo each deal, for example.
This design enables you to get a 360° view of your prospects, as you'll link all of your records of various types to the same page for your prospect. This is just the foundation - you could add a lot more to it.
Created by Alex Sherwood
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