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The Core: In this tutorial, you will learn how to create a CRM dashboard for your sales pipeline with Notion AI. Instead of manually creating pages, subpages, and toggles, all of this will be done for you using AI prompts.
Step-by-step:
- Go to Notion.so, open Notion AI, and collapse the side panel for a cleaner workspace
- Use this prompt:
- Click Submit and let Notion AI build the database structure, then agree to suggested additions like follow-up stages and next steps
- Review the generated "CRM – Sales Pipeline" page and refine fields by changing toggles to checkboxes or adding filters like deal size
Step-by-step:
- Go to Notion.so, open Notion AI, and collapse the side panel for a cleaner workspace
- Use this prompt:
"A CRM pipeline database where I can track leads from first contact through conversion. Add filters for email, type of subscriber, first contact, second contact, did they convert, and why didn't they convert"- Click Submit and let Notion AI build the database structure, then agree to suggested additions like follow-up stages and next steps
- Review the generated "CRM – Sales Pipeline" page and refine fields by changing toggles to checkboxes or adding filters like deal size
Pro Tip: Experiment with prompt styles. For example, instead of saying "create me a CRM," try "create a sales pipeline with Kanban stages" or "build a lead tracker with follow-up reminders." The more specific you are, the better your results.