Hotswap is helping companies unlock new clientele. As a fast moving startup, they use Notion as their customer relationship management tool. As part of our webinar series, we had Notion expert Marie Poulin live-critique Hotswap's CRM and improve it on the fly. Use their template to streamline your customer pipeline and simplify sales.
Questions & answers
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A Notion template is any publicly shared page in Notion that can be duplicated. They allow you to share your favorite workflows with the community, or duplicate other workflows that you want to use.
Navigate to the template you want to duplicate, choose the workspace you'd like to duplicate into from the dropdown, then hit the blue "Duplicate" button.
If you're already signed in, the template will be automatically added to your workspace. If you're logged out or don't have a Notion account, you'll be prompted to sign in or create one first!
Duplicating a Notion template is the same as downloading a copy of it to your workspace. Just hit the blue "Duplicate" button and find it in your workspace's sidebar.
You can make any Notion page a template by clicking "Share" in the top right, then toggling both the "Share to web" and "Allow duplicate as template" toggles. Make sure to use the public-facing URL below the "Share to web" toggle when sharing.