🎯CRM & Sales
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Capture leads with a form and manage deals on a pipeline Board. Keep the CRM private for your team.
Leads and/or Deals — Stage/Status, Owner, Amount, Company
Writable Stage field for Board columns
Optional Owner field for “my pipeline” filters (Pro+)
Create Form for lead intake
Board of Deals grouped by Stage
Details for notes, next step, amount
Optional List of “My open deals”
Optional: User-property filters
Stage-change notifications — Automation
Public intake + private pipeline — Mixed portal
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
Submit a lead from the form.
Move a deal across Board stages; confirm Notion Stage updates.
If owner filters are on, confirm two owners see different lists.
Last updated