# CRM & Sales Pipeline

## 1️⃣ Dashboard (Home)

A quick‑glance page that pulls in key views from the underlying databases.

| View | Description | Notion Filter |
|------|-------------|---------------|
| **🟢 New Leads** | Leads created in the last 7 days | Created time is within last 7 days |
| **🔄 Active Deals** | Deals in “Negotiation” or “Proposal” stage | Stage = Negotiation OR Stage = Proposal |
| **📈 Weekly Revenue Forecast** | Sum of expected revenue for deals closing this week | Close date is this week |
| **⚡️ Tasks Due Today** | All sales tasks due today | Due date = today |

> 💡 Tip: Pin this Dashboard to your sidebar for instant access to pipeline health.

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## 2️⃣ Leads Database

Store every prospect before they become a deal. Use the **“Add New Lead”** button to capture inbound interest.

| Name | Company | Email | Phone | Source | Status | Owner | Created |
|------|---------|-------|-------|--------|--------|-------|---------|
| Alice Nguyen | GreenTech Solutions | alice@greentech.com | +1 212 555 0198 | LinkedIn Ads | New | Jamie | 2024‑06‑10 |
| Marco Silva | Apex Manufacturing | marco.silva@apexmfg.com | +1 415 555 0123 | Referral | Contacted | Jamie | 2024‑06‑08 |
| Priya Patel | BrightFuture EdTech | priya@brightfuture.io | +1 646 555 0145 | Webinar | Qualified | Jamie | 2024‑06‑05 |

**Key Properties**

- **Source** (Select): LinkedIn Ads, Referral, Webinar, Cold Call, Other  
- **Status** (Select): New, Contacted, Qualified, Unqualified, Nurture  
- **Owner** (Person) – sales rep responsible for the lead.  

> 💡 Tip: Set up an automation (via Notion API or Zapier) to change “Status” to **Contacted** when an email is logged.

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## 3️⃣ Deals Pipeline

Converted leads become deals. This database drives the visual Kanban view for the sales pipeline.

| Deal Name | Lead | Company | Stage | Amount (USD) | Close Date | Probability % | Owner |
|-----------|------|---------|-------|--------------|------------|---------------|-------|
| Q3 SaaS Subscription | Alice Nguyen | GreenTech Solutions | Proposal | 45,000 | 2024‑07‑15 | 70 | Jamie |
| Industrial IoT Package | Marco Silva | Apex Manufacturing | Negotiation | 120,000 | 2024‑08‑01 | 55 | Jamie |
| LMS Platform Rollout | Priya Patel | BrightFuture EdTech | Qualification | 30,000 | 2024‑07‑30 | 40 | Jamie |

**Key Properties**

- **Stage** (Select): Lead, Qualification, Proposal, Negotiation, Closed‑Won, Closed‑Lost  
- **Probability %** (Number) – auto‑calculated via formula based on Stage.  
- **Amount (USD)** (Number, format: $) – expected revenue.  

> 💡 Tip: Add a **Formula** field `Forecast = Amount * Probability / 100` to see weighted revenue.

### Kanban View: Sales Pipeline

- Group by **Stage**.  
- Card preview: Deal Name, Owner, Amount, Close Date, Forecast.

---

## 4️⃣ Activities & Tasks

Log calls, emails, meetings, and to‑dos linked to Leads or Deals.

| Activity | Related To | Type | Date & Time | Owner | Outcome |
|----------|------------|------|-------------|-------|---------|
| Intro Call with Alice | Alice Nguyen (Lead) | Call | 2024‑06‑12 10:00 | Jamie | Left voicemail |
| Demo Presentation | Q3 SaaS Subscription (Deal) | Meeting | 2024‑06‑14 14:00 | Jamie | Positive feedback |
| Follow‑up Email | Marco Silva (Lead) | Email | 2024‑06‑09 09:30 | Jamie | Sent proposal draft |

**Key Properties**

- **Related To** (Relation) – links to Leads or Deals.  
- **Type** (Select): Call, Email, Meeting, Task.  
- **Outcome** (Text) – quick notes on result.

> 💡 Tip: Use the **“Add to Calendar”** button (via Notion’s integration) to schedule meetings directly from this table.

---

## 5️⃣ Revenue Dashboard (Analytics)

A read‑only page with roll‑up charts (use Notion’s built‑in chart blocks or embed a Google Sheet).

- **Total Pipeline Value** – Roll‑up of **Amount** across all open deals.  
- **Weighted Forecast** – Sum of **Forecast** formula.  
- **Closed‑Won This Month** – Filtered view of deals where Stage = Closed‑Won and Close Date in current month.  
- **Conversion Rate** – Formula: `Closed‑Won / (Closed‑Won + Closed‑Lost) * 100`.

> 💡 Tip: Export this page as PDF for monthly sales meetings.

---

## 6️⃣ Settings & Automation

Central place for static lists and automation triggers.

| Setting | Options |
|---------|---------|
| Lead Sources | LinkedIn Ads, Referral, Webinar, Cold Call, Trade Show, Other |
| Deal Stages | Lead → Qualification → Proposal → Negotiation → Closed‑Won → Closed‑Lost |
| Probability Mapping | Lead = 10 %; Qualification = 30 %; Proposal = 50 %; Negotiation = 70 % |
| Notification Rules | • When a deal moves to **Negotiation**, notify Owner. <br>• When **Close Date** is within 3 days, create a reminder task. |

> 💡 Tip: Connect Notion to Slack via the official integration to push these notifications automatically.

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## 7️⃣ How to import into Notion

1. **Create a new page** in your workspace where you want the CRM.  
2. Click **“Import” → “Markdown & CSV”**, select this `.md` file and upload.  
3. Notion will create each heading as a sub‑page; **convert the tables** (Leads, Deals, Activities, Settings) into **Databases** by clicking the table → “Turn into → Database – Table”.  
4. For each new database:  
   a. Set the property types to match the column headers (e.g., **Select**, **Person**, **Relation**, **Number**, **Date**, **Formula**).  
   b. Re‑create the **Relations** (Leads ↔ Deals, Activities ↔ Leads/Deals) using the “Relation” property.  
   c. Add the **Formula** fields (`Probability %`, `Forecast`) and **Roll‑up** fields in the Revenue Dashboard.  
5. Duplicate the **Kanban view** for the Deals database and name it “Sales Pipeline”.  
6. Set up **Filters** and **Sorts** for the Dashboard tables as described in each section.  
7. (Optional) Connect Slack, Google Calendar, or Zapier for the automation rules listed in Settings.  

Your CRM & Sales Pipeline is now ready to track leads, manage deals, and forecast revenue—all inside Notion. Enjoy!