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Agency OS

Looking for a more advanced Notion Template? Checkout Agency OS

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Sales Pipeline

The sales pipeline tracks the progression of sales deals from initial contact to negotiation.

Projects

Leads

Here, you'll list potential clients who have not yet begun a project with you.

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Contacts

This section is your central hub for client details, including active projects and associated companies.

Contacts

Companies

Displayed here are the businesses you’re engaging with or tracking.

Companies

https://simonotion.gumroad.com/l/bcnmy