<aside> 🔧 CREATOR-ONLY — delete this page before publishing the duplicate link to buyers.
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These are the UI-only setup tasks the Notion API can't do. Each takes 30 seconds. Total: ~5 minutes for a master copy that ships as 100% works-out-of-the-box.
[ ] Add a Board view to Deals grouped by Stage (drag-card pipeline view)
↳ Open Deals → click "+ Add view" → Board → Group by: Stage
[ ] Add a Calendar view to Activity Log grouped by Date
↳ Open Activity Log → "+ Add view" → Calendar → Calendar by: Date
[ ] Add a filtered view "Hot Leads" to Contacts (Stage = Qualified)
↳ Open Contacts → "+ Add view" → Table → Filter: Stage is Qualified
[ ] Add a filtered view "Active Deals" to Deals (Stage is not Closed Won/Lost)
↳ Open Deals → "+ Add view" → Filter: Stage is not Closed Won AND not Closed Lost
[ ] Add a per-row template "Discovery Call" to Activity Log
↳ Open Activity Log → click ▼ next to the New button → New template → name "Discovery Call" → set Type=Call, Done=unchecked, paste a brief script in body
[ ] Delete this Creator Setup Checklist page (⋯ → Delete)
↳ After all boxes above are checked
[ ] Click Share → Publish to web → toggle "Allow duplicate as template"
↳ Copy the share URL — that's the buyer's link
<aside> ✅ When all boxes are checked, click ⋯ on this page → Delete. Then click Share → Publish to web → "Allow duplicate as template".
</aside>