Get Started

• [ ] Register a Notion Account: Sign up for a Notion account at notion.so if you haven’t already.
• [ ] Get Familiar with Notion: Explore Notion’s interface and features, including databases, pages, and collaboration tools.
• [ ] Understand the Sales Workflow and Field Definitions: Review the sales workflow, including key stages and field meanings, to ensure smooth deal management.
• [ ] Request CRM Editing Access: Contact @signalxu (ee.signalx at gmail.com) to request editing permissions for the CRM.

Qualify

If you find some of the concepts above too complex, you can directly handle leads and participate in pitching without following the steps below. Feel free to structure your process according to your own workflow. You can check the pitch deck if needed. However, if you understand this process and want to collaborate efficiently, keep reading!

CRM Guide

Adding a Deal

Click Add Page and fill in the Leads field with the necessary details.

Updating Deal Status

Whenever there are new updates or interactions with the entity (e.g., a conversation or progress update), record and update the details in the deal page.

Assigning a Deal