> For the complete documentation index, see [llms.txt](https://docs.notionapps.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.notionapps.com/use-cases/crm-and-sales.md).

# CRM & Sales

Story only. Reuse canonical pages.

1. [Create an app](https://docs.notionapps.com/get-started/create-an-app) on Leads.
2. [Form (Add Item)](https://docs.notionapps.com/screens-and-components/types-of-screens/add-new-item-form) for intake (public screen optional).
3. Private staff app: [restriction](https://docs.notionapps.com/databases/data-restriction-and-filters) by Owner.
4. [Notify wizard](https://docs.notionapps.com/automation/start-from-a-wizard) on form submit.
5. Optional [Select Items](https://docs.notionapps.com/screens-and-components/types-of-screens/select-items) for related Company.
6. [Publish](https://docs.notionapps.com/publish-and-share).

Do not re-teach forms or automation here. See [Client Portal](https://docs.notionapps.com/use-cases/client-portal) for the same pattern with roles.