How The Template Works

• Top: linked database to Professional CRM to track the status of a relationship (lead, proposal, consultation, etc)

• Middle: the Professional CRM to track business relationships, contact and company info, follow up dates, and more.

• Bottom: the Personal CRM to track personal relationships including close friends, family, and new friends.

The Follow Up Formula

After determining the Follow Up Interval, this formula will add the interval in days to the Last Contacted date.

Professional CRM formula (This follow up FORMULA skips weekends)

if(day(dateAdd(prop("Last Contact"), prop("Follow Up Interval"), "days")) == 6, dateAdd(prop("Last Contact"), prop("Follow Up Interval") + 2, "days"), if(day(dateAdd(prop("Last Contact"), prop("Follow Up Interval"), "days")) == 0, dateAdd(prop("Last Contact"), prop("Follow Up Interval") + 1, "days"), dateAdd(prop("Last Contact"), prop("Follow Up Interval"), "days")))

Personal CRM formula

dateAdd(prop("Last Contact"), prop("Follow Up Interval"), "days")

The personal CRM is beneficial for the quarantined Notion user to keep track of relationships and communication. It can be hard to keep up these days.

Copy The Notion Template

Further Reading