<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/1572db75-085b-4da2-a03f-38bd37de1167/Copy_Styled.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/1572db75-085b-4da2-a03f-38bd37de1167/Copy_Styled.png" width="40px" /> To duplicate this template please purchase it from my Stripe page ($27).

</aside>

<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/0c24f764-bc77-464e-b406-130cb66ae7e6/60_Minutes.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/0c24f764-bc77-464e-b406-130cb66ae7e6/60_Minutes.png" width="40px" /> If you'd like to receive ongoing support; installing, customising and extending this CRM to suit your business, I also offer a support package.

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Contents

Workflows

Create an Account, Contacts, Opportunity & Record Your Calls

Tools

Team Member's Summary Page | Template

Calls

Lead Re-Engagement

Reports

Dashboard

Opportunity Validation

High value Opportunities (summary view)

Opportunities

Sales

The owner column is a Person column when you download this template.

Opportunities