Visual Breakdowns & CRM Dashboard

While you're busy collecting and contacting leads, it can be easy to lose sight of larger trends. Use these simple visual models to help breakdown the makeup of your CRM and contacts.

Models For This Step

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Use the models above, also located in the Notion CRM Stack under 'Visual Breakdowns', to get a better overview of your CRM and contacts breakdown.

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Contact Information Template: What To Collect

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How Long It Will Take To Fill Your Pipeline

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