Thanks for the video. What would happened if you have to change the price of a product? It will overwrite the price of givven out offers too?
@deproise_15082 күн бұрын
Hello, How can we share access to the portal with a client if he does not have access to the databases that are connected to this page? They are not displayed to him accordingly.
@Itandrewhk8 күн бұрын
Hi Benjamin, I purchased your optiopp template and was wondering with so many recent Notion updates are you going to provide newer versions for the template?
@liverary798 күн бұрын
Why my excel don't have that download option
@jimrobson399711 күн бұрын
When I try to do the variable in the Open Pipelines this month I cannot find the property Close Date. Have i missed something because I cannot make this one work at all
@Shev4uk16 күн бұрын
I don't understand why do we need opportunity and opportunity product as separate units? If "opportunity product" serves as a customised offer, why do we need a separate "opportunity" page? How is it different? What is it's purpose? Why do we need both and why can't we have one?
@OptiOppNotion13 күн бұрын
The benefits are the same as why Salesforce has them in their CRM. You can read about the benefits here: garysmithpartnership.com/opportunity-products/
@thissfuture16 күн бұрын
I usually don't comment on videos. but this is value man! God bless you.
@OptiOppNotion13 күн бұрын
Thanks for the big compliment!!
@denisromanovsky440819 күн бұрын
please advice what are the benefits of the paid version of this CRM?
@OptiOppNotion17 күн бұрын
You can view them here: www.optiopp.com/notion-crm The best way to understand them is by watching the KZbin video.
@DamonEbanks20 күн бұрын
If you have multiple sales agents how would you make it so they all have different data rolling up?
@OptiOppNotion17 күн бұрын
By using the property named owner, which is a person property type. This will allow you to create different views filtered by person.
@Elaisa_Burger_Grafisch_Design29 күн бұрын
Thank you for this video I use it for my first client. I just have one problem. If I logged in as a Client: and as a client I want to add a task to a project, the entry field is empty. Is that how it works? So the client can't enter tasks to a project? am I as a builder only allowed to add tasks to the projects? And if I add tasks in the project page they won't show up in the task section. So did I do something wrong?
@OptiOppNotion27 күн бұрын
You likely did something incorrectly when you shared the client portal. You want to share and give "Can Edit" permissions.
@weridjojo2767Ай бұрын
my excel formula can't import with csv to notion. Has there any way to keep my formula or I need to creat the formula again on notion? and I didn't how to make notion formula as well as excel formula......
@OptiOppNotion27 күн бұрын
You will need to re-write the formula in Notion's formula language.
@LetsplayrroundrockАй бұрын
What if we wanted to upload pre-existing data so we don't have to type it in one line at a time
@OptiOppNotion24 күн бұрын
You should use the merge with CSV feature to upload data to the CRM databases that already exist.
@sikauf92Ай бұрын
this video is outstanding, thanks man!!
@OptiOppNotion28 күн бұрын
Glad it helped!
@JohnEmerson-dy2yyАй бұрын
Why is there a block limit? How many blocks is it? Can I delete some and still get benefits from this system? I barely started using this and it said I had a block limit. Very frustrating.
@OptiOppNotionАй бұрын
Because that's the way Notion gets people to upgrade from a free plan. I offer a lot even in just the free product and that's why. You can try out other CRMs that offer less features if you would like to stay on Notion's free plan.
@byAlexandraGАй бұрын
I am only starting to get the hang of things and I wonder. I just built a CRM that I am still changing and adjusting to my way of working, and I want to add a calendar that keeps me up to date with when to call up a client and what to do/talk about, any kind of task really. Which I can only choose one database as the source for so I went with Accounts as in that one I save las and next call and contents. Now I wonder if It could be possible to add and link that with such a client portal to use the accounts I have already in my CRM and have everything interlinked to make my workflow easier. I have SO much to learn still... Your videos are great and very helpful getting there! Thanks a bunch!
@OptiOppNotion27 күн бұрын
Yes, this is all possible. As you could imagine it's tough to write out the full solution here. To do this the best solution is to create a client portal database and utilize database templates.
@natenkgwnАй бұрын
W
@OptiOppNotionАй бұрын
appreciate it!
@ppswiftАй бұрын
thank you so much! <3
@OptiOppNotionАй бұрын
You're welcome!
@cryptoph1l_MTАй бұрын
I'd like to set up a Zapier integration in order to launch ✉automated (trigger-based) email campaigns ✉ based on campaign participation. I was wondering if it's something that I'll be able to do. Thank you!
@OptiOppNotionАй бұрын
Yes, that is possible. Although I would suggest using Make instead to build this do to cost and the ability to create relationships.
@cryptoph1l_MTАй бұрын
@@OptiOppNotion thank you for the hint
@cryptoph1l_MTАй бұрын
Great stuff! QQ: does the "Agency CRM" template have features of "Professional CRM" such as 'campaigns'? I'd like to have both on my end... Thank you!
@OptiOppNotionАй бұрын
If you get the free version you’ll be sent the CRM bundle over email, which will give you access to all 3 CRM templates for the cost of 1
@cryptoph1l_MTАй бұрын
@@OptiOppNotion thank you - this is a very generous offer! Does it make sense to keep all 3 of them? I suspect that each of them will have to be managed separately... is that so?
@cryptoph1l_MTАй бұрын
@@OptiOppNotion haven't received this offer yet though 🙂
@acuxartАй бұрын
This was so quick & clear, thanks for explaining it!
@OptiOppNotionАй бұрын
No problem!
@NeilHickeyАй бұрын
Just downloaded this and viewed the demo/tutorial. One question I have is do you have any tips, etc. for importing existing contacts from Google, LinkedIn, etc.? I am particularly interested in ways to avoid duplication since different sources contain different data (pretty sure I have to reconcile that outside Notion), as well as make sure I am understanding column matching (e.g. if the Notion DB is in the order "Name, Address, Phone", then the import data needs to be the same), etc. Thanks!
@NeilHickeyАй бұрын
Never mind. Figured it out. :)
@OptiOppNotion28 күн бұрын
Glad you were able to figure it out!
@Maxwin200313 күн бұрын
I’m very impressed!!❤ it’s exactly what i needed in my life
@joemortimer6114Ай бұрын
Very informative video thanks! Just one quick question, which software did you use to screen record your video? How did you get your mouse like that?
@OptiOppNotionАй бұрын
I used screen studio for recording this.
@patrick-santamariaАй бұрын
super helpful tutorial! Just two things I want to give feedback on: Start with the result so I now if this kind of Portal is something I am looking for. Second, for my taste it is too much zooming in and out.. too flashy for a tutorial where I want to focus and see at all times when we are in Notion :) keep it up!
@OptiOppNotionАй бұрын
Thanks I've heard that feedback many times and for future videos I'll make sure to exclude zooming.
@Junksization2 ай бұрын
The Page History function just saved my ass. Thank you!
@OptiOppNotionАй бұрын
Having the knowledge that it exists can save you from a disaster. Glad this video helped you out!
@maiab40142 ай бұрын
Amazing tutorial! Very clean ! Question, is there a reason for not making the client portal page a database template that gets generated when a new project is generated ? I’m new but learning and see users do things differently - wanted to know if there’s a preference or something I’m missing . Thanks !
@OptiOppNotion2 ай бұрын
That’s a great question. It’s definitely another way of doing it. Totally up to preference.
@ZeyadOsman-yv6lz2 ай бұрын
I think you can use database templates instead of automations in 20 min
@OptiOppNotion2 ай бұрын
Yes, that’s correct. I don’t believe the date set to today was a Notion feature when I created this video. It’s great they keep adding stuff 😁 Appreciate you pointing that out.
@anitius1012 ай бұрын
Hi, I just found this channel and subscribed. Thank you for the content. I was wondering if you can show how to make a client portal and the view from the client side. So, instead of seeing our own organization, could you explain how to setup a visually appealing dashbord for the client to do onbarding, upload their files, fill a survey to stat a project, look for files, etc.
@OptiOppNotionАй бұрын
I have already created a video that covers this. You can watch it here: kzbin.info/www/bejne/on61kHqAmbaAsKcsi=jv5ceKd_6qkl-OiF
@gianluigispiller84552 ай бұрын
Great Job! Thanks for the free version!
@OptiOppNotion2 ай бұрын
You're welcome!
@JoeyG-CRE2 ай бұрын
can you do a commercial real estate CRM with a map integration, please!!
@OptiOppNotion2 ай бұрын
Potentially. Would need to see more demand in order to pursue that. We could discuss a CRM designed specifically for you if you wish.
@JoeyG-CRE2 ай бұрын
@@OptiOppNotion would love to discuss more
@OptiOppNotion2 ай бұрын
@@JoeyG-CRE You can schedule time with me here: calendly.com/optiopp/30min?month=2024-06
@twalliance2 ай бұрын
Fab info, thanks.. but all that zooming making me dizzy!
@OptiOppNotion2 ай бұрын
Sorry yeah I know filming in that way was a mistake now. I will not do that in future videos.
@ShazaSalemva2 ай бұрын
Thank you very much for this tutorial, it was very helpful. i work a V.A and i sell rettainers ( specific amount per month) i was wondering if there is a way to calculate remaining hours and reset total hours amount after specific period?
@OptiOppNotion2 ай бұрын
Yes, you can achieve both of your objectives with Notion formulas.
@homemakersacademy10702 ай бұрын
Is there no way for it to populate without me?
@OptiOppNotion2 ай бұрын
You can use Make or Zapier to automate data transfers from external systems
@TraceyBranch-lw1lu2 ай бұрын
THANK YOU!!!!! We non-profits are grateful
@OptiOppNotion2 ай бұрын
Glad to hear non-profits like yours are finding this video helpful!
@crelone3 ай бұрын
I like this version , but I already purchased the more professional version...
@OptiOppNotion3 ай бұрын
Send me an email at [email protected] and we can work something out.
@Smaffs593 ай бұрын
I am wondering why you do not import the company name and details rather than having to type it, but having read the comments is this to stop the clients being able to then look at the companies database? If so then surely being able to control, or rather lack of, what data a user can see must be a huge weakness for Notion. Excellent videos, keep them coming. I am new to Notion so learning
@OptiOppNotion3 ай бұрын
You could export as a csv and upload each time. Thats a good idea. What you cannot do is share the deal line items from the database that already exists because you would have to share it in its entirety for your customer to be able to see it. I assume most don’t want to share how much their other customers are paying. Hoping Notion eventually gets to improving database permissions to handle this use case. It would be huge.
@chedrickmaghanoy55673 ай бұрын
i wonder does team spacA will can see team space B document/database?
@OptiOppNotion3 ай бұрын
No, unless you give the correct permissions to the team space on the left hand side navigation.
@Carlos_Vasquez3 ай бұрын
To give it a little bit of context to those interested, I've been looking for a good CRM tool to have more control on my business opportunities. When I realice that OptiOpp CRM takes inspiration from Salesforce I had to try it. It is just and outstanding work that the owner of this channel put into that template. Now I am looking at this new template and thinking on using this Simple Notion CRM on my start ups, and grow from it, to later migrate the ones generating good revenue, to the OptiOpp CRM (the one he mentioned that is inspired from Salesforce). I do recommend you to visit his products and find the one suitable for your needs, you can immediately see all the effort, the amount of quality, time he put into these tools. I hope this helps you save time on your search for quality templates on your workflow in Notion.
@Carlos_Vasquez3 ай бұрын
Great one! A great starting point. It will be awesome to have a tutorial on how to migrate from one of your CRMs to the next one. Example: From this one to OptiOpp, To start simple and then grow to the next one.
@OptiOppNotion3 ай бұрын
Great suggestion! I’ll move it up on my list to film
@LambertxMc3 ай бұрын
You need a Super Like for this one
@OptiOppNotion3 ай бұрын
Unfortunately, KZbin only allows super likes on live videos at this time. If you want to help support me, I recommend trying out one of my paid CRMs. Will save you countless hours trying to build a CRM yourself. By already watching this video, you'll have a great idea on how to customize to meet your unique needs.
@LambertxMc3 ай бұрын
@@OptiOppNotion thank you. I’ll check it out. I def need one.
@Itandrewhk3 ай бұрын
hi, if i have already purchased your optiopp CRM and since I do have to manage alot of client projects and external partner liaison. will this help me further and will i have to integrate the two together for it to work?
@OptiOppNotion3 ай бұрын
You would have to integrate the two. My recommendation would be to watch the video on my channel on how to create a client portal from scratch. After watching that video, you should have the ability to integrate it with your current Notion setup.
@Itandrewhk3 ай бұрын
Thanks, I actually started with your OptiOpp free version to a paid version. But when I tried to migrate the old data across. It broke. When I think I’m inserting data in the new CRM, it’s actually going to the old free version. With that issue, I haven’t had time to look into where the problem was and hasn’t been able to use it for a while. I find that when we purchase a template without knowing how it’s built, the cause and effect one slight changes or issues can lead to a hulk. 🥹 Appreciate your response, I like the idea of the agency and new home concept but guess I’ll have to realign the system before I can get back on. Wish me luck 😅
@user-vw6zy9mf9r3 ай бұрын
That's great ❤❤ Can I change language from English to Arabic please 🙏
@OptiOppNotion3 ай бұрын
For the video or in Notion itself? Notion should have language change capabilities. For the video, unfortunately I only support english at this time.
@takeupspace_withk3 ай бұрын
I used the exact formula you used in the Overdue property and it's not working. Has notion changed since you made this video?
@user-on3qb8hv8e3 ай бұрын
Mine too
@zestyzike38603 ай бұрын
I also had the same problem. I'm not sure what went wrong but I figured out a way to solve it. In the 'if' function, instead of "invoiceSent && pastDue", use "and(invoiceSent, pastDue)," Hope that solves it👍🏾. You can copy it and past it in place of it. Just make sure to remove the quotation marks.
@OptiOppNotion3 ай бұрын
Thanks for helping out! Not sure what has changed that has caused the formula to error out since we filmed this video.
@japcapezio29693 ай бұрын
You are fantastic. Thank you 😊
@OptiOppNotion3 ай бұрын
Thanks for the kind words!
@hihohihoi13253 ай бұрын
This CMS is really really good! It really streamlines the whole process of the sales and shows sweet statistics of financial and success rate of deals. You can add SEVERAL products to an ongoing deal, which makes this cms also ideal for smaller shops with many products. Its really a sweet alround tool for small businesses which just start out. Well worth the 50 USD
@OptiOppNotion3 ай бұрын
It’s awesome to hear you found the paid version so helpful!
@clemenskotoku4 ай бұрын
Thanks for sharing man, good tutorial
@OptiOppNotion4 ай бұрын
No problem 👍
@dklawrence14 ай бұрын
This was exactly the video I was looking for. Thank you.
@OptiOppNotion4 ай бұрын
Glad it was helpful!
@tonedaflex4 ай бұрын
This is brilliant, thanks for sharing.
@OptiOppNotion4 ай бұрын
You’re welcome!
@ahmedrioo28494 ай бұрын
from where did you get these type of icons in the navigation?
@OptiOppNotion4 ай бұрын
I created them in Canva and then added them as custom icons.
@ahmedrioo28494 ай бұрын
is there is a way to add real estate websites? zillow, redfin and so on
@shubzjadhav4 ай бұрын
I downloaded this template but this video shows those shortcut tabs starting on the template are not showing
@OptiOppNotion4 ай бұрын
You need to expand on the Navigation by selecting the toggle.