<aside> ✨ Every business is different. Here's how to extend this template for your exact workflow.

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Customization recipes

• Rename the Stage options in Deals to match your sales cycle — "Discovery → Demo → Proposal → Closed" works for most B2B.
• Add a "Lead score" number property to Contacts to prioritize who to call first.
• For B2C, swap "Company" for a "Tags" multi-select (interests, lifecycle, etc.).
• Add a Calendar view on Activity Log filtered by Date so your week of follow-ups appears as a calendar.
• Duplicate the Contacts database for a "Past Customers" archive once a customer churns.