顧客關係管理 個範本

使用 Notion CRM 範本,簡化你的客戶關係管理工作。從追蹤潛在客戶到交易完成,專為 CRM 所設計,可用來自訂銷售管道管理,滿足你獨特的業務需求。透過有條理和效率的 CRM 系統強化銷售策略,達成更多交易。

734 個範本
心理諮商執業管理軟體 範本預覽
客戶專案協作模板 Client Portal 範本預覽
Quick Book Appointments 範本預覽
Personal CRM 範本預覽
Form 範本預覽
Coaching Business Planner Lite 範本預覽
Client CRM Tracker 範本預覽
Dental Clinic Appointment/Booking 範本預覽
Personal CRM: Contacts and Birthday tracker 範本預覽
[Grab & Go] Leads Tracker 範本預覽
CRM Lead Form 範本預覽
SmartStore Hub  範本預覽
NatureHeaven Booking 範本預覽
Company Phone Contact List 範本預覽
Simple Real Estate Client Tracker 範本預覽
B2B CRM System 範本預覽
Address Book 範本預覽
Invoice Manager 範本預覽
Therapist CRM 範本預覽
Partnership Tracker 範本預覽
Virtual Assistant CRM for Managing Leads 範本預覽
5-50-100 Circle Networking System 範本預覽
CRM: Client Tracker 範本預覽
Simple CRM 範本預覽

常見問題

What is a Notion template?

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.

How do I use a template?

Once you identify the template(s) you’d like to use, click the Start with this template or Get Template button. If you’re already signed into Notion, the template will automatically be added to your workspace in the Private section of your sidebar. If you’re logged out or don’t have a Notion account, you’ll be prompted to sign in or create an account first.

How do I make a Notion template?

You can make any Notion page a template by clicking Share in the top right, select the Publish tab, and click the Publish to web button. Make sure the Allow duplicate as template is toggled on. To share, use the public-facing URL or click the Copy web link button in the Publish tab.

How do I submit my template to the Notion Template Gallery?

To submit a template to the gallery, go to notion.com/templates and click the Submit a template button in the upper right corner or visit notion.so/submit-a-template. Fill out the form (including your public template link, template name, template descriptions, and template category) to share your template with the Notion community!

How can I customize the template?

Once you’ve added a template into your workspace, you have endless options for what you can change, edit, or update to fit your needs. Templates are just a starting point to help you create your ideal workspace.

Here are a few common updates and changes that you can make once duplicating a template:

  • Pages — Update the page cover photo, add/change an icon, and change the page title.

  • Text — Add formatting, like bold, italics, text color, and background color. Change heading levels, add bullet or numbered lists, and move sections around.

  • Blocks — Add blocks like callouts, toggle lists, or tables. Remove blocks that you don’t need to reduce clutter or make space for extra blocks.

  • Databases — Change property names, types, and icons, or add/remove properties that don’t fit your needs. Add new database views, like boards, lists, calendars, timelines, or galleries.

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