Tworzymy System CRM Notion: Przygotowanie Pulpitu w Panelu Pracy
Table of Contents
Title: How to Set Up a CRM System in Notion: Setting Up Your Workspace in the Work Panel
Channel: Marcin Zelek
Description: Building a CRM: #1 Setting up the work panel in Notion. How to create a task planning system in Notion? How to prepare a workspace for business management? In this tutorial, I will show you how to set up the work panel in Notion, kicking off a series of videos where you will build your own workspace step by step with me. Feel free to ask any questions in the comments 😉👍
Summary Overview: In this video tutorial by Marcin Zelek, you will learn how to set up a CRM system in Notion by preparing your workspace in the work panel. The tutorial is part of a series where you will build your workspace alongside the instructor. Follow the steps below to get started:
Step 1: Access the video by clicking on the following link: https://www.youtube.com/watch?v=kzdGEbfMjaI
Step 2: Watch the tutorial attentively to understand the process of setting up the work panel in Notion for CRM purposes.
Step 3: Open Notion on your device and create a new workspace dedicated to your CRM system.
Step 4: Customize the workspace layout according to your business needs, incorporating sections for task planning, client information, communication logs, etc.
Step 5: Implement the features and tools demonstrated in the video, such as task boards, databases, and integrations to enhance your CRM system in Notion.
Step 6: Follow along with Marcin Zelek's instructions to optimize your workspace for efficient task management and business operations.
Step 7: Feel free to pause the video at any point to replicate the steps on your own Notion workspace.
Step 8: Engage with the instructor and other viewers by asking questions or sharing your progress in the comments section of the video.
By following these steps and actively participating in the tutorial, you will be able to set up a functional CRM system in Notion tailored to your business needs. Good luck on building your workspace!