Influencer CRM

💭 INSTRUCTIONS (open to read)

Open for really FUN formulas

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

I've used this formula in the Month Qty column of the table above!


if(prop("Frequency") == "1 Month", 1, if(prop("Frequency") == "2 Months", 2, if(prop("Frequency") == "3 Months", 3, if(prop("Frequency") == "4 Months",4, if(prop("Frequency") == "5 Months", 7, if(prop("Frequency") == "6 Months", 6, if(prop("Frequency") == "7 Months", 7, if(prop("Frequency") == "8 Months", 8, if(prop("Frequency") == "9 Months", 9, if(prop("Frequency") == "10 Months", 10, if(prop("Frequency") == "11 Months", 11, if(prop("Frequency") == "Once a Year", 12, 0))))))))))))

I've used this formula in the Status column of the table above.


if(dateBetween(now(), prop("Next Call Due"), "days") >= 0, "Time to reach out! 👀", "You're Good 👍")

I've used this formula in the Next Call Due column above.It adds the Month Qty to the Last Contacted date. If no Frequency is selected, it defaults the next call date to two weeks (14 days) - feel free to change!


if(not empty(prop("Frequency")),dateAdd(prop("Last Contacted"), prop("Month Qty"), "months"),dateAdd(prop("Last Contacted"), 14, "days"))

🚧

W A I T!

If you add a new Frequency make sure you update the Month Qty formula above

Change the message that appears by editing "Time to reach out!" or the "👍"

Other cool things about this CRM

Click All Contacts at the top left of your table to view your people different ways — like just your professional contacts, or just your college friends.

Hover over anyone's name and click ⤢ OPEN to open an entire page about them where you can store their address, favorite dessert 🍰, or any other relevant info!

💭 RESOURCES (open to read)

How to Turn Text into Values in Notion - Red Gregory

Converting text into a numerical value is fairly straight-forward in Notion. A column of text and a formula result column is all you'll need. Translating one word into one number is easy, but I want to take this tutorial a step further.

https://www.redgregory.com/notion/2019/12/12/how-to-turn-text-into-values-in-notion

aNotioneer

Notion guides and templates for the Notion community 🖤

https://anotioneer.com/Automatically-calculate-the-date-for-your-next-follow-up-action-get-reminded-when-it-s-due-Notio-635fe7e9655646a18181e0a6a1dfb358

🔖 Your Contacts

Name

Last Update?