CRM dashboard

A CRM dashboard to take control of your personal and professional relationships.
About this template

Template includes:
• Automatic reminders when to connect with a contact
• Recurring birthday reminders
• Birthday calendar
• Contacts are broken down by relationship type and location
• Built-in meeting note templates to record your conversations
• Instructions on the properties, formulas and how to use the dashboard
• Lifetime updates included

About this creator

More by NotesbyHugh

Browse 6 templates

More like this

Related content

Visit Help Center