Module 5 · Notion and CRM fundamentals

Notion and CRM fundamentals

Where work and customers are tracked.

Reading ~9 minLesson 6 of 12

DOI-native

Notion (and tools like it) hold team documentation and task lists. A CRM such as HubSpot or Salesforce holds contacts, companies and deals.

Keep one source of truth — update the record, not a side spreadsheet
Log every client contact the same day
Use the stages the team agreed; don't invent new ones

Key takeaways

Update the record, not a copy
Log contacts the same day

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