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Uizard’s Tony Beltramelli on text-to-UI & PMF + building a Notion CRM w/ Kelly Schricker | E1722
This Week in Startups
How to Set Up Company Profiles in Your CRM
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Set rules around how you're going to name each profile in the CRM. For example, HP might be listed as HP or you might always require your team to use the long form name, Hewlett Packard. In these profiles, you may also want to include some generic contact information for the business phone, address or location. All right. We're going to dive into a few best practices for setting up company profiles.
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