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What you'll learn
Create a customized CRM system in Notion
Set up lead and referral tracking processes
Automate help desk operations for efficiency
Course content
5sections • 25 lectures • 34 minutes 39 seconds total length
Requirements
  • Basic knowledge of Notion and Google Sheets
  • Familiarity with CRM concepts
Description

This comprehensive course is designed to equip you with the skills to create and manage a networking CRM system using Notion and Google Sheets. You will learn how to effectively track leads and referrals, automate processes, and streamline your help desk operations. By the end of the course, you will be able to build a customized CRM solution tailored to your networking needs.

Learn to build a personalized CRM system in Notion and Google Sheets for efficient lead and referral tracking in your networking activities.

Tags
CRMNetworkingNotionGoogle SheetsLead TrackingReferral Tracking
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 with Notion and Google Sheets: Lead & Referral Tracking

Learn to build a personalized CRM system in Notion and Google Sheets for efficient lead and referral tracking in your networking activities.

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

Created by

Robert Gracia

Last updated 9/9/2025English
Disclaimer:This informational course is AI-generated. Please verify the details independently.
  1. Work Authorization
  3. beginner
Networking CRM with Notion and Google Sheets: Lead & Referral Tracking

Networking CRM with Notion and Google Sheets: Lead & Referral Tracking

Learn to build a personalized CRM system in Notion and Google Sheets for efficient lead and referral tracking in your networking activities.

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

Created by

Robert Gracia

Last updated 9/9/2025English

This course includes:

34 minutes
25 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
1 minute 25 seconds
Why Track Leads & Referrals?Preview
1 minute 32 seconds
Getting Started with Notion
1 minute 45 seconds
Getting Started with Google Sheets
1 minute 37 seconds
Chapter 1 Quiz
Mapping Your Networking Workflow
2 minutes 5 seconds
Creating a Lead Database in Notion
2 minutes 25 seconds
Building a Referral Tracker in Google Sheets
1 minute 39 seconds
Linking Status & Pipeline Views
1 minute 40 seconds
Chapter 2 Quiz
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Students also viewed
Networking CRM with Notion and Google Sheets: Lead & Referral Tracking
$2.99$5.99
50% OFF

This course includes:

34 minutes 39 seconds
25 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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