CRM dashboard
![A CRM dashboard to take control of your personal and professional relationships.](/cdn-cgi/image/format=webp,width=3840/https://s3.us-west-2.amazonaws.com/public.notion-static.com/template/990d921e-5b38-41c1-919d-d3a4347d6d2e/desktop.jpeg)
À propos de ce modèle
Template includes:
• Automatic reminders when to connect with a contact
• Recurring birthday reminders
• Birthday calendar
• Contacts are broken down by relationship type and location
• Built-in meeting note templates to record your conversations
• Instructions on the properties, formulas and how to use the dashboard
• Lifetime updates included