Logseq Template Gallery
Company
template-including-parent: false
template: Company
Location: city
Industry: industry
Partners: company
Customers: company
Revenue: $123
Employees: 123
Parent: company
Website: /link
Category: <span class="tag">#companies</span>
CRM Company
Logseq CRM Company Metadata Template - A CRM you build as your business grows which enables you to manage customer relationships not just opportunities. The company metadata template is for any company (customer, partner, supplier or competitor) you work with and captures their details on a single page. Visit www.logseqcrm.com to sign up for access to more tools
Shared by mumu
Meeting
template-including-parent: false
template: Meeting
Title: meeting
Date: <% today %>
Participants: name
Opportunity: description
Main topics of discussion
ABC
XYZ
Actionable items:
Item 1
:LOGBOOK:
CLOCK: [2023-03-24 Fri 08:47:59]--[2023-03-24 Fri 08:48:00] => 00:00:01
:END:
Category: <span class="tag">#meetings</span>
CRM Meeting
Logseq CRM Meeting Metadata Template - A CRM you build as your business grows which enables you to manage customer relationships not just opportunities. The meeting metadata template is for any meetings (customers, leads, opportunities or projects) you have and captures the notes on a single page. Visit www.logseqcrm.com to sign up for access to more tools
Shared by mumu
Contact
template-including-parent: false
template: Contact
Company: name
Location: city
Email: someone@abccompany.com
Title: title
Role: business_user - coach - decision_maker - exec_sponsor - financial_decision_maker - technical_evaluator
Relationship: negative - new - met_in_past - met_recently - meet_regularly
Mode: trouble - even_keel - growth - overconfident
LinkedIn: /link
Manager: name
Category: <span class="tag">#contacts</span>
CRM Contact
Logseq CRM Contact Metadata Template - A CRM you build as your business grows which enables you to manage customer relationships not just opportunities. The contact metadata template is for any contact or connection you make and captures their details on a single page. Visit www.logseqcrm.com to sign up for access to more tools
Shared by mumu
Lead
template-including-parent: false
template: Lead
Company: company
Contact: name
Description: description
Stage: suspect - enquiry - qualified
Category: <span class="tag">#leads</span>
CRM Lead
Logseq CRM Lead Metadata Template - A CRM you build as your business grows which enables you to manage customer relationships not just opportunities. The lead metadata template is for any business leads you receive from contacts and meetings and captures the details on a single page. Visit www.logseqcrm.com to sign up for access to more tools
Shared by mumu
Opportunity
template-including-parent: false
template: Opportunity
Company: company
Name: opportunity name
Description: opportunity description
Value: $123
Winnability: X%
Created: <%today%>
Start: <%today%>
Close: <%today%>
phase: qualified - proposal - shortlisted - negotiation - won
Status: active - won - lost - deferred - dropped
Market: unknown - new - target - existing - core
Context: unknown - public domain - outline - detailed - indpeth
Contact: none - one_level - two_levels - multi_level - all_levels
DMU: not_met - met_one_role - met_some_roles - met_most_roles - met_all_roles
Drivers: unknown - no_pain/gain - no_attributed_value - quantified_pain/gain
Proposition: none - weak/no delivery - good/no delivery - strong/delivery gaps - strong/full delivery
Competition: unknown - multiple - two_or_three - single - preferred
Category: <span class="tag">#opportunity</span>
CRM Opportunity
Logseq CRM Opportunity Metadata Template - A CRM you build as your business grows which enables you to manage customer relationships not just opportunities. The opportunity metadata template is for business opportunities created from contacts and meetings and captures the details on a single page. Visit www.logseqcrm.com to sign up for access to more tools
Shared by mumu