OptiOpp

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@olleroband 23 сағат бұрын

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_1508 2 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.

@Itandrewhk 8 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?

@liverary79 8 күн бұрын

Why my excel don't have that download option

@jimrobson3997 11 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

@Shev4uk 16 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?

@OptiOppNotion 13 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/

@thissfuture 16 күн бұрын

I usually don't comment on videos. but this is value man! God bless you.

@OptiOppNotion 13 күн бұрын

Thanks for the big compliment!!

@denisromanovsky4408 19 күн бұрын

please advice what are the benefits of the paid version of this CRM?

@OptiOppNotion 17 күн бұрын

You can view them here: www.optiopp.com/notion-crm The best way to understand them is by watching the KZbin video.

@DamonEbanks 20 күн бұрын

If you have multiple sales agents how would you make it so they all have different data rolling up?

@OptiOppNotion 17 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_Design 29 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?

@OptiOppNotion 27 күн бұрын

You likely did something incorrectly when you shared the client portal. You want to share and give "Can Edit" permissions.

@weridjojo2767 Ай 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......

@OptiOppNotion 27 күн бұрын

You will need to re-write the formula in Notion's formula language.

@Letsplayrroundrock Ай бұрын

What if we wanted to upload pre-existing data so we don't have to type it in one line at a time

@OptiOppNotion 24 күн бұрын

You should use the merge with CSV feature to upload data to the CRM databases that already exist.

@sikauf92 Ай бұрын

this video is outstanding, thanks man!!

@OptiOppNotion 28 күн бұрын

Glad it helped!

@JohnEmerson-dy2yy Ай 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.

@OptiOppNotion Ай 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.

@byAlexandraG Ай 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!

@OptiOppNotion 27 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.

@natenkgwn Ай бұрын

@OptiOppNotion Ай бұрын

appreciate it!

@ppswift Ай бұрын

thank you so much! <3

@OptiOppNotion Ай бұрын

You're welcome!

@cryptoph1l_MT Ай 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!

@OptiOppNotion Ай 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_MT Ай бұрын

@@OptiOppNotion thank you for the hint

@cryptoph1l_MT Ай 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!

@OptiOppNotion Ай 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_MT Ай 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_MT Ай бұрын

@@OptiOppNotion haven't received this offer yet though 🙂

@acuxart Ай бұрын

This was so quick & clear, thanks for explaining it!

@OptiOppNotion Ай бұрын

No problem!

@NeilHickey Ай 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!

@NeilHickey Ай бұрын

Never mind. Figured it out. :)

@OptiOppNotion 28 күн бұрын

Glad you were able to figure it out!

@Maxwin2003 13 күн бұрын

I’m very impressed!!❤ it’s exactly what i needed in my life

@joemortimer6114 Ай 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?

@OptiOppNotion Ай бұрын

I used screen studio for recording this.

@patrick-santamaria Ай 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!

@OptiOppNotion Ай бұрын

Thanks I've heard that feedback many times and for future videos I'll make sure to exclude zooming.

@Junksization 2 ай бұрын

The Page History function just saved my ass. Thank you!

@OptiOppNotion Ай бұрын

Having the knowledge that it exists can save you from a disaster. Glad this video helped you out!

@maiab4014 2 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 !

@OptiOppNotion 2 ай бұрын

That’s a great question. It’s definitely another way of doing it. Totally up to preference.

@ZeyadOsman-yv6lz 2 ай бұрын

I think you can use database templates instead of automations in 20 min

@OptiOppNotion 2 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.

@anitius101 2 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.

@OptiOppNotion Ай бұрын

I have already created a video that covers this. You can watch it here: kzbin.info/www/bejne/on61kHqAmbaAsKcsi=jv5ceKd_6qkl-OiF

@gianluigispiller8455 2 ай бұрын

Great Job! Thanks for the free version!

@OptiOppNotion 2 ай бұрын

You're welcome!

@JoeyG-CRE 2 ай бұрын

can you do a commercial real estate CRM with a map integration, please!!

@OptiOppNotion 2 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-CRE 2 ай бұрын

@@OptiOppNotion would love to discuss more

@OptiOppNotion 2 ай бұрын

@@JoeyG-CRE You can schedule time with me here: calendly.com/optiopp/30min?month=2024-06

@twalliance 2 ай бұрын

Fab info, thanks.. but all that zooming making me dizzy!

@OptiOppNotion 2 ай бұрын

Sorry yeah I know filming in that way was a mistake now. I will not do that in future videos.

@ShazaSalemva 2 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?

@OptiOppNotion 2 ай бұрын

Yes, you can achieve both of your objectives with Notion formulas.

@homemakersacademy1070 2 ай бұрын

Is there no way for it to populate without me?

@OptiOppNotion 2 ай бұрын

You can use Make or Zapier to automate data transfers from external systems

@TraceyBranch-lw1lu 2 ай бұрын

THANK YOU!!!!! We non-profits are grateful

@OptiOppNotion 2 ай бұрын

Glad to hear non-profits like yours are finding this video helpful!

@crelone 3 ай бұрын

I like this version , but I already purchased the more professional version...

@OptiOppNotion 3 ай бұрын

Send me an email at [email protected] and we can work something out.

@Smaffs59 3 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

@OptiOppNotion 3 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.

@chedrickmaghanoy5567 3 ай бұрын

i wonder does team spacA will can see team space B document/database?

@OptiOppNotion 3 ай бұрын

No, unless you give the correct permissions to the team space on the left hand side navigation.

@Carlos_Vasquez 3 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_Vasquez 3 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.

@OptiOppNotion 3 ай бұрын

Great suggestion! I’ll move it up on my list to film

@LambertxMc 3 ай бұрын

You need a Super Like for this one

@OptiOppNotion 3 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.

@LambertxMc 3 ай бұрын

@@OptiOppNotion thank you. I’ll check it out. I def need one.

@Itandrewhk 3 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?

@OptiOppNotion 3 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.

@Itandrewhk 3 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-vw6zy9mf9r 3 ай бұрын

That's great ❤❤ Can I change language from English to Arabic please 🙏

@OptiOppNotion 3 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_withk 3 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-on3qb8hv8e 3 ай бұрын

Mine too

@zestyzike3860 3 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.

@OptiOppNotion 3 ай бұрын

Thanks for helping out! Not sure what has changed that has caused the formula to error out since we filmed this video.

@japcapezio2969 3 ай бұрын

You are fantastic. Thank you 😊

@OptiOppNotion 3 ай бұрын

Thanks for the kind words!

@hihohihoi1325 3 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

@OptiOppNotion 3 ай бұрын

It’s awesome to hear you found the paid version so helpful!