Deals

Activity Log

How to use

<aside> 👋 1. Add contacts as they come in. 2. Move them through stages. 3. Log every interaction. 4. Track deals to close.

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Tips

• Update Stage on every contact
• Use the Pipeline view in Deals to forecast revenue
• Filter Activity by "Done = unchecked" for your daily call list

🎓 Tutorial — full walkthrough

📐 Templates to Copy

✅ Best Practices

💬 FAQ

🛠️ Make It Yours

🔧 Creator Setup Checklist

<aside> ✨ A complete sales workflow inside Notion — every contact, every deal, every follow-up in one place. Built for Wellness Coaches.

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🎯 Quick links

<aside> 👋 New here? Open the 🎓 Tutorial sub-page above for a 5-minute walkthrough. Already know Notion? Jump straight into the databases below — sample data is pre-loaded, just edit it for your business.

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