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Shared Database of Contacts

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A simple template to centralize all your contacts, with companies and interactions linked to it.

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Template Description

Why did I create this template?

Hope this template will help you manage your professional contacts as a team. It was a mess for our team, as our data was scattered between different tools : emails account, address books, calendar tools, Linkedin etc so I wanted to centralize all our contacts in a tool we use daily : Notion. 

What's inside the template?

This Shared Database of Contacts is a simple way to organize your contacts and keep track of them as a team, for any use cases you have in your company :

  • Suppliers
  • Vendors
  • Candidates
  • Partners
  • Clients

I wanted something:

  • πŸ“± Mobile-friendly
  • ⏰ Actively prompting me when I’m overdue with people
  • βœ… Easy to get into a habit of using
  • πŸ§™β€β™‚οΈ Ideally, with automatic tracking of calendar, text, email and phone interactions β€” not possible with Notion

How to use the template?

3 tables have been created below :

  • Contacts - to store all our contacts linked to Interactions and Companies
  • Interactions - to store all our interactions (meetings, events) linked to Contacts and Companies
  • Companies - to store all Companies, linked to Contacts and Interactions
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