Follow your opportunities!
To effectively manage your sales force, start by establishing an “Opportunities” database on Notion.
Here, you can categorize professional relationships by contract type, partnership status, and future ambitions. This systematic organization provides clarity on the nature and progress of each special lead opportunity. For example, for an internship, you can record the details of the internship contract, attach the internship agreement, and update the status if the nature of the relationship changes.
Manage your financial documents better with Notion
Additionally, a Quote database can be used to manage financial interactions with your clients. This allows you to keep all relevant quotes and financial documents accessible with just a few clicks. If you want transparent and responsive management of your financial information, ease of access is crucial.