<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/0c24f764-bc77-464e-b406-130cb66ae7e6/60_Minutes.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/0c24f764-bc77-464e-b406-130cb66ae7e6/60_Minutes.png" width="40px" /> If you'd like to receive ongoing support; installing, customising and extending this CRM to suit your business, I also offer a support package.

</aside>

Contents

Workflows

Create an Account, Contacts, Opportunity & Record Your Calls

High value Opportunities (summary view)

Opportunities

Sales

The owner column is a Person column when you download this template.

Opportunities