Notion Business Hub and CRM Systems
Seven build steps from pipeline stages to an "Urgent Follow-up?" formula and a weekly board review.
Without a visible pipeline you chase the wrong people, contact prospects too late and lose track of where each deal stands. Building the structure, then teaching it, is slow work. This deck hands you the steps and examples.
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This is a ready-to-use, editable PowerPoint deck of 51 slides on building a lead pipeline database in Notion. It covers pipeline stages, Leads and Contacts databases, relations, follow-up formulas, board view and forecasting. It suits solopreneurs, template buyers and students learning CRM.
The first chapter explains what a lead pipeline is, why a database beats a spreadsheet, and what the system offers three audiences: solopreneurs, students building CRM skills and template buyers who want a fast start. Three community templates are described, from a simple tracker to a comprehensive mini CRM.
The core of the deck is a seven-step build. You define five to seven pipeline stages on paper first, create a Leads database (identity, status, source, last contacted, next follow-up, deal value), add an optional Contacts database, link everything with relations, then add two formulas: days since last contact and an Urgent Follow-up flag that turns red when a date has passed. Step 7 switches to a board view for a pipeline review in about five minutes.
Advanced slides add deal value with probability and an estimated-revenue formula for a weighted forecast, segmentation by lead source with saved filtered views, links to email and calendar tools, and a dashboard page. A five-database map and an eight-step setup checklist close the deck.
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Use the stage-definition and board-view slides to explain how deals move, then have trainees add sample leads.
Put the Urgent Follow-up filter on a dashboard page and run the five-minute board review from slide 33.
Present the relations and database-map slides and ask students to extend the model with a Companies database.
Download the deck instantly, open it in PowerPoint, Keynote or Google Slides, and edit it freely. Slide 20 covers the stage definition that shapes the rest.
Instant download, no password. One-time payment.
Instant download. Single-user licence.
For your own use: present it, adapt it for your own sessions. Please do not resell or redistribute the file.
Yes. It is a standard .pptx file with editable text, shapes and tables, so you can change wording, colours and order and add your own examples. It opens in PowerPoint and Keynote, and you can upload it to Google Drive to open in Google Slides. Layouts can shift slightly if a font is missing, so check the slides before presenting.
This deck is part of Notion Business Hub and CRM Systems, ten decks sold singly for INR 99 (USD 1.49) or together for INR 599 (USD 7.99). The others are: Business Metrics Scorecards; Client Onboarding Template; Freelancer CRM in Notion; Invoice and Payment Tracking; Meeting Notes to Tasks Workflow; Operations Dashboard Design; Proposal and Client Portal Systems; Service Delivery SOP Hub; Weekly CEO Dashboard.
Both. The stages, board view and forecasting slides present well to a team, and the seven-step build with its checklist works for self-study.
No template file is included: the download is the PowerPoint deck, which shows the structure, fields, formulas and steps so you can build the system yourself. These are independent guides about building business systems in Notion. They are not official Notion materials and are not affiliated with or endorsed by Notion. Notion's features and plans change, so check the current app as you build.
No. The pipeline, relations and formulas run inside Notion. Email and calendar integrations appear as optional extras for later.
₹99 including 18% GST for buyers in India, or $1.49 for buyers outside India. One-time payment, no subscription, with an automatic invoice.
Instantly. Your download page opens the moment payment succeeds, and a permanent link is emailed to you. No account or password is needed.
Yes. It is standard PowerPoint (.pptx), so you can change text, add your logo and remove slides. It opens in PowerPoint, Keynote and Google Slides.
Because it is a digital download, files are not refundable once downloaded. We always refund a duplicate charge or a failed delivery, and if a file is corrupted and we cannot fix it within 3 working days. Full terms: bodhih.org/refunds.
Measure the skill with an assessment.
Measure the skill with an assessment.
Measure the skill with an assessment.
Turn what you take from this deck into an individual development plan (IDP) on Jobulary, starting with your pipeline stages and a weekly review slot.
Bodhih Training delivers live corporate programmes on sales skills, pipeline management and customer relationships.
A complete workshop on the topic.
A complete workshop on the topic.
A complete workshop on the topic.
