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Template Description
Why did I create this template?
I created this product to capture and manage your sales into your Notion workspace.
What's inside the template?
- Home page with guide
- Main dashboard
- All-In-One view of the system
- Contacts
- Orders
- Products
- Sales Weekly Digest
- Meeting System
- Notes System
- 9 Integrations
How to use the template?
- Create a contact and organize it by the customer, lead, or team
- Import your contacts from Google Contacts or Mailchimp
- Capture and manage your products. Track your sales and make prognostics.
- Manage your clientβs orders to never miss a thing.
- Create meetings with your contacts for discovery or follow-up.
- Store your sales assets.
- Create docs, contracts, and notes and manage them in different notebooks.
What are the benefits of the template?
- Sales OS will help you manage your contacts, orders, products, and more in the same system.
- Sales OS will help you track your sales revenue on a weekly basis.
- Sales OS will help you with the documentation process.
- Sales OS will teach you how to integrate Notion with the most used sales tools.
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