<aside> <img src="https://prod-files-secure.s3.us-west-2.amazonaws.com/bc0701ee-2da1-43b7-84b2-51d31a5d6a26/5a4335a0-30a8-498f-af9b-b75870ba4599/Slap_logo.png" alt="https://prod-files-secure.s3.us-west-2.amazonaws.com/bc0701ee-2da1-43b7-84b2-51d31a5d6a26/5a4335a0-30a8-498f-af9b-b75870ba4599/Slap_logo.png" width="40px" />

This template is fully compatible with Slap - the easiest way to sync your emails with Notion and convert emails into leads. Try it for free on getslap.co.

P.S. If you don’t use Slap, no worries, you can still make good use of this template.

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<aside> <img src="/icons/help-alternate_gray.svg" alt="/icons/help-alternate_gray.svg" width="40px" />

About this template:

• Contacts database
  • From a Contact, you can easily access its related Leads by using the tab Associated Leads.
• Leads database
  • Contact email(s), Thread ID , Open in Mailbox and Last Email Date are useful if you use Slap to sync your emails with Notion and, in that case, are populated automatically.
• Automations and formulas
  • On the Leads, there is an automation to automatically setup a Follow up Date 7 days after the Last Email Date . You can easily customize this automation to fit your needs. The Follow up Date is recomputed when the Last Email Date changes.
  • The Expected revenue is computed by multiplying the Deal Value with the Probability to Win the deal. It is used to help you focus on the most important opportunities.
• Ongoing Leads view
  • The leads are sorted by Expected revenue so you can focus on the most important ones.
• Follow Up view
  • This view is focused on actions to do. It shows the leads assigned to you for which you have a follow up to do (based on the Follow up Date property). </aside>