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Redpoint's Founder CRM Template
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Doc Instructions


Personalizing your CRM

You can add fields in the
People
⁠
table for other pieces of data you want to track. For example, you can create a column for email address, LinkedIn profile, phone number, company, etc.

Pro mode

Sync your
Google Contacts with Packs
⁠
. Then use the Contacts table as your people table.
Sync your
Google Calendar with Packs
⁠
. Then you can attribute meetings to people.
Send reminders if you haven't met with someone after a certain time


Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.