<aside> 💡 Notion Tip: Keep track of all the people you meet, what you know about them, when to reach out and say hello, and whether they're a professional contact. You can expand the table below into a full page by clicking .



How this template works

You can delete this once you get the hang of it!

We used this formula in the Status column of the table above.

if(dateBetween(now(), prop("Last Spoke"), "months") > 3, "Time to reach out!", "👍")

If more than 3 months have passed since the last time you contacted the person, you'll see "Time to reach out!" appear next to their name.

Other cool things about this CRM