How to Create a CRM System in Coda

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To create a CRM system in Coda for your Sleep Wellness brand, follow these steps:

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1. Let's start with a blank doc to build your custom CRM from scratch. Click '+ Blank doc'.
2. Provide a name for your Coda doc.
3. Type /table to store different kinds of CRM data.
4. Create your lead tracking system with custom fields.
5. Create a customer's table to store the details.
6. Create a sales pipeline table and add a task management table to track sales activities.
7. Use currency format for accurate financial reporting.
8. Add custom pipeline stages that match your sales process.
9. Create a deal stage field to visualize your sales funnel.
10. Add the final table to complete your CRM ecosystem.
11. Set deadlines for tasks to ensure timely follow-ups.
12. Add task priority levels for better workflow management.
13. Click on the add icon.
14. Select 'Relation' as your column type to link the table with columns.
15. Click 'Settings'.
16. Select 'Automations' to add a rule.
17. Type /Line Chart to add a different view to your CRM system.
18. Click 'Share' to invite team members and assign permissions.