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| One aspect of networking or mastering any work skill is developing a habit. The other vital component is consistency. If you need help keeping in touch with your peers, you've come to the right place!

In this tutorial, Layla will show you how to build a CRM database in SmartSuite, so you can learn how to network effectively.  

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Videos & resources mentioned in this episode:
🔗 Check out the ClickUp vs. SmartSuite video:    • ClickUp vs. SmartSuite: Detailed Review of...  
🔗 Try out SmartSuite: https://processdriven.co/smartsuite?u...
🔗 Try out ClickUp: https://processdriven.co/clickup?utm_...
🔗 What is a CRM in business?    • What is a CRM in business?  
🔗 Join me at Atomicon: https://processdriven.co/atomicon?utm...

Here's what this video covers:
00:00 I've built a powerful business process
00:30 How to determine where to build a CRM
02:18 How can I build a CRM?
03:49 How to build a CRM in SmartSuite
05:54 How do I get the CEO CRM?
07:35 How do you get the connection between interaction and person in the CRM?
08:23 Copy the formula field to see the days since you last interacted with someone
08:57 What does the interaction log look like?
09:49 Create a form to log an interaction
10:54 How do you keep your CRM updated?
14:05 How to check if the system is working
15:06 Putting it all together

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[ DISCLAIMERS ]
Content we publish is sharing information based on our own experience and opinions. We're not your business coach, lawyer, or advisor in any way. We encourage you to do your own research and find a way to Enjoy the Process with your own style and due diligence!

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