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What you'll learn
Create a customized CRM template in Notion
Manage and organize leads and referrals efficiently
Automate follow-up processes for enhanced networking results
Course content
5sections • 20 lectures • 26 minutes 23 seconds total length
Requirements
  • Basic knowledge of Notion and Google Sheets
  • Familiarity with CRM concepts
Description

This comprehensive course is designed for project managers looking to optimize their networking efforts by implementing a Customer Relationship Management (CRM) system using Notion and Google Sheets. You will learn how to effectively track leads, referrals, and interactions with potential clients, streamlining your networking process for maximum efficiency and results. By the end of the course, you will have a fully functional CRM system tailored to your project management needs.

Learn how to build a personalized CRM system in Notion and Google Sheets to manage leads and referrals effectively.

Tags
NetworkingCRMNotionGoogle SheetsProject Management
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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Database Managementbeginner
Networking CRM: Track Leads & Referrals with Notion and Google Sheets

Learn how to build a personalized CRM system in Notion and Google Sheets to manage leads and referrals effectively.

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

Created by

Robert Gracia

Last updated 9/10/2025English
Disclaimer:This informational course is AI-generated. Please verify the details independently.
  1. Database Management
  3. beginner
Networking CRM: Track Leads & Referrals with Notion and Google Sheets

Networking CRM: Track Leads & Referrals with Notion and Google Sheets

Learn how to build a personalized CRM system in Notion and Google Sheets to manage leads and referrals effectively.

Database Managementbeginner
0.0(0 reviews)
0 students
20 lessons
5 free lessons
$2.99$5.99
50% OFF
Robert Gracia

Created by

Robert Gracia

Last updated 9/10/2025English

This course includes:

26 minutes
20 lessons
0 students
Certificate of completion
Level:beginner
Requirements:
  • • Basic knowledge of Notion and Google Sheets
  • • Familiarity with CRM concepts
Disclaimer:This informational course is AI-generated. Please verify the details independently.
30-day money-back guarantee
What is a Networking CRM?Preview
2 minutes 27 seconds
Overview of NotionPreview
1 minute 43 seconds
Overview of Google Sheets
1 minute 43 seconds
Chapter 1 Quiz
Setting Up a Contacts Database
1 minute 45 seconds
Designing Lead & Referral Pipelines
1 minute 55 seconds
Adding Filters, Sorts, and Formulas
1 minute 28 seconds
Chapter 2 Quiz
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Students also viewed
Networking CRM: Track Leads & Referrals with Notion and Google Sheets
$2.99$5.99
50% OFF

This course includes:

26 minutes 23 seconds
20 lessons
0 students
Certificate of completion
Level:beginner
Requirements:
  • • Basic knowledge of Notion and Google Sheets
  • • Familiarity with CRM concepts
30-day money-back guarantee
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