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What you'll learn
Set up a customized CRM system in Notion and Google Sheets
Effectively track leads and referrals for networking purposes
Optimize sales interactions and follow-ups for better conversion rates
Utilize automation and data visualization tools in CRM management
Enhance networking strategies through data-driven insights
Improve overall sales performance and relationship management
Course content
5sections • 19 lectures • 25 minutes 17 seconds total length
Requirements
  • Basic knowledge of Notion and Google Sheets
  • Understanding of sales processes
Description

This comprehensive course is designed to teach you how to effectively set up and manage a Customer Relationship Management (CRM) system using Notion and Google Sheets. You will learn how to track leads, referrals, and sales interactions to optimize your networking efforts. By the end of the course, you will be able to create a customized CRM solution that fits your unique networking style and business needs.

Learn to create a personalized CRM system in Notion and Google Sheets to streamline lead tracking and referral management in your networking activities.

Tags
CRMNetworkingLead TrackingReferral ManagementSalesNotionGoogle Sheets
Instructor

Robert Gracia

AI Expert & Bestselling Instructor

R
4.7 Instructor Rating
0 Students
Robert is a passionate and experienced driving instructor with over 10 years of teaching students to prepare for the New York Driver's License exam. As a US citizen, Robert has a deep understanding of the DMV processes and all the requirements needed to obtain a driver's permit and full driver's license in New York. His teaching style blends expert knowledge of the law with practical road safety tips to help students pass their exams with confidence.
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Work Authorizationbeginner
Networking CRM in Notion/Sheets: Track Leads & Referrals

Learn to create a personalized CRM system in Notion and Google Sheets to streamline lead tracking and referral management in your networking activities.

0.0(0 reviews)
0 students
19 lessons
5 free lessons

Created by

Robert Gracia

Last updated 9/8/2025English
Disclaimer:This informational course is AI-generated. Please verify the details independently.
  1. Work Authorization
  3. beginner
Networking CRM in Notion/Sheets: Track Leads & Referrals

Networking CRM in Notion/Sheets: Track Leads & Referrals

Learn to create a personalized CRM system in Notion and Google Sheets to streamline lead tracking and referral management in your networking activities.

Work Authorizationbeginner
0.0(0 reviews)
0 students
19 lessons
5 free lessons
$2.99$5.99
50% OFF
Robert Gracia

Created by

Robert Gracia

Last updated 9/8/2025English

This course includes:

25 minutes
19 lessons
0 students
Certificate of completion
Level:beginner
Requirements:
  • • Basic knowledge of Notion and Google Sheets
  • • Understanding of sales processes
Disclaimer:This informational course is AI-generated. Please verify the details independently.
30-day money-back guarantee
Why Every Networker Needs a CRMPreview
1 minute 56 seconds
Tour of Notion & Google Sheets for CRMPreview
1 minute 49 seconds
Setting Up Your Accounts and Workspaces
1 minute 58 seconds
Chapter 1 Quiz
Choosing Key Fields & Data Types
1 minute 56 seconds
Creating Tables, Databases, and Relations
2 minutes 6 seconds
Templates & Views for Rapid Data Entry
1 minute 30 seconds
Chapter 2 Quiz
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Networking CRM in Notion/Sheets: Track Leads & Referrals
$2.99$5.99
50% OFF

This course includes:

25 minutes 17 seconds
19 lessons
0 students
Certificate of completion
Level:beginner
Requirements:
  • • Basic knowledge of Notion and Google Sheets
  • • Understanding of sales processes
30-day money-back guarantee
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