🎯CRM & Sales

Build this

Capture leads with a form and manage deals on a pipeline Board. Keep the CRM private for your team.

Notion setup

• Leads and/or Deals — Stage/Status, Owner, Amount, Company

• Writable Stage field for Board columns

• Optional Owner field for “my pipeline” filters (Pro+)

Screens to add

1. Create Form for lead intake

2. Board of Deals grouped by Stage

3. Details for notes, next step, amount

4. Optional List of “My open deals”

Build path (15–30 minutes)

1. Types of Screens

2. Prefill Create Forms from a URL

3. Board List View

4. Private apps

5. Optional: User-property filters

Optional upgrades

• Stage-change notifications — Automation

• Public intake + private pipeline — Mixed portal

Common pitfalls

• Pipeline stages that do not match how the team sells

• Non-writable Stage field (Board drag fails)

• Showing every deal when you meant owner-scoped lists

Verify

1. Submit a lead from the form.

2. Move a deal across Board stages; confirm Notion Stage updates.

3. If owner filters are on, confirm two owners see different lists.

Related

• Task Tracker

• Use Cases overview