made by Daniela Noriega García

<aside> <img src="/icons/dance_pink.svg" alt="/icons/dance_pink.svg" width="40px" />

This is a template for a Contact Resource Manager, do please make a notion copy of your own. It has an Individual CRM, for individual people, and an Organization Template, for institutions. These two are linked through the Relations property and it updates itself as you add information in either one.

Some notes to take into account:

• Please add the relevant country(ies) in the Location property options in the Individuals CRM and the Industry property options in the Institutional CRM according to your needs.
• Add inside the note itself any additional information.
• There is a default note template for each database, free to edit the inherent template or create your own.
• It’s recommended to turn on the notification for the date you’ve chosen to check in with your contact in the Follow Up property.

I hope this helps! Feel free to contact me for any questions at [email protected] 🌻

</aside>

Individuals CRM

CRM Individuals Template [Title Here]

Institutional CRM

CRM Organizations Template [Title Here]