Links


Erik Berg's Personal CRM Template

Scoreboard

Dashboard


Instructions for the Scoreboard are in the Scoreboard page above. To switch this week's view, adjust the filter for "Week of" to the start of the current week

🚦 Scoreboard Data

This view of the CRM will always show you anyone who you are due to contact based on the "To Contact" field

Erik Berg's Personal CRM Template

Class Notes Example