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Lead List [Template]

$16.99 $7.99
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Who is this for?
The Lead List Notion Template is designed for client-based business owners who want a streamlined and efficient method to compile and manage their customer/client lead list. Whether you're a freelancer, consultant, or small business owner, this template provides a simple yet effective solution for organizing and tracking leads as well as serving as a basic CRM tool.

What are the benefits?
The Lead List Notion Template offers several benefits to client-based business owners. It provides a centralized platform to compile and categorize leads, ensuring that important customer information is easily accessible. The template allows you to track the progress of each lead, record interactions, and set reminders for follow-ups. With this template, you can improve your lead management process, enhance client relationships, and increase the efficiency of your sales or business development efforts.

What’s inside?
Inside this Lead List Notion Template, you will find features and sections that facilitate lead managementand  CRM. It includes sections for capturing lead details, such as contact information, source, and status. The template allows you to add notes, log interactions, and set reminders for follow-up actions. Additionally, you can customize the template to suit your specific business needs, adding additional fields or modifying existing ones. This template serves as a comprehensive tool for organizing and managing your customer/client lead list, helping you streamline your sales process and build stronger customer relationships.

How to Get Notion Templates?
1. After purchased you will receive the email with the download PDF :
Open and Click on the URL provided. It will open a new tab or window in your web browser.
2. Access the Notion Template Page :
On the template page, you will find information about the template and its features.
3. Duplicate the Template :
Locate the "Duplicate" button in the top right corner of the Notion template page Click on the "Duplicate" button. This action will create a copy of the template and add it to your Notion account.
4. Customize the Template :
Once the template is duplicated, you can start customizing it to fit your needs. Edit the template's content, rearrange sections, add or remove elements, and modify any other aspect according to your preferences.
5. Save Your Changes :
Remember to save your changes regularly by clicking on the "Save" button within Notion.
6. Enjoy Your Customized Template:
The duplicated template is now available in your Notion workspace, allowing you to use and adapt it for your specific purposes.

By following these steps, you can easily obtain and personalize various Notion templates to enhance your productivity and organization.