The Lead Manager

Store your contacts. Convert to clients.

Visualise it in an intuitive dashboard.

Simple as that.

About this template

The Lead Manager allows you to keep track of contacts, manage meetings and navigate from lead to client.

• Calendar views
• Sales pipeline visualisation

Use this template to make sure your lead generation process is robust and efficient.

What’s included in the template?

• Meetings Calendar | Weekly and Monthly views
• Reminders and Tasks | Never forget your next step
• Stages View | Track all your clients through the sales pipeline
• Gallery Views | Contact and Company cards with key information
• Dashboard | Track it all through a simple dashboard

Who is this template for?

The Lead Manager works for entrepreneurs and freelancers.

Features

• Dedicated Views | Already set up so you can view all the information you need, with none of what you don't
• Formulas 2.0 | Uses Notion's latest formula base to enhance gallery cards with crucial information

How does the template work?

Add clients. Fill in their details. Move them from lead to client.

FAQs

Can I use this template with the Free version of Notion?

Yes. None of the features on this template require the paid tiers of Notion.

Does this template have a How-To?

Yes. This template includes a detailed video that explains all the features and functions, as well as how to use them.

Can I personalise my template?

Once you duplicate the template into your Notion workspace, you can customise it to your specific needs.

Can I share this template?

The only restrictions on how much you can share this template are what Notion plan you are on!

What will happen after my purchase?

Right after your purchase, you will be redirected to the Notion welcome page of the template. You'll get access to the instructions page and the actual template. You will be able to duplicate everything into your own Notion workspace. You’ll also receive an email with the link to the template and the option to receive an invoice.