Related:

Contacts

These are the individuals you deal with at a customer company. It’s important to keep track of their contact information, their role within the company, and any interactions you’ve had with them.

Remember, the goal is to have a comprehensive view of each contact that allows you to serve them effectively and maintain a strong relationship. In Obsidian, you can create a template for contacts to ensure you capture all of this information consistently.

Relationships

See Obsidian CRM Structure

Fields

Frontmatter

Inline

Queries

Open

dataview
TABLE WITHOUT ID
  file.link AS "Opportunity",
  Phase,
  Products AS "Products",
  Value AS "Value"
FROM "CRM/Opportunities"
WHERE contains(Contacts, this.Contact)
	AND !contains(Phase, "Closed")
SORT Name ASC

Won

dataview
TABLE WITHOUT ID
  file.link AS "Opportunity",
  Products AS "Products",
  Value AS "Value"
FROM "CRM/Opportunities"
WHERE contains(Contacts, this.Contact)
	AND contains(Phase, "Won")
SORT Name ASC

Lost

dataview
TABLE WITHOUT ID
  file.link AS "Opportunity",
  Products AS "Products",
  Value AS "Value"
FROM "CRM/Opportunities"
WHERE contains(Contacts, this.Contact)
	AND contains(Phase, "Lost")
SORT Name ASC
dataview
TABLE WITHOUT ID
	file.link AS "Interaction",
	Activity,
	("[[" + Opportunities + "]]") AS "Opportunity",
	dateformat(created, "yyyy-MM-dd") AS "Date"
FROM "CRM/Interactions"
WHERE contains(Contacts, this.Contact)
SORT Date DESC
LIMIT 10

Contacts at same Account

dataview
TABLE WITHOUT ID
	file.link AS "Name",
	Role,
	E-mail,
	choice(main-contact,"βœ…","❌") AS "Main?"
FROM "CRM/Contacts"
WHERE Account = this.account
	AND file.name != this.file.name
SORT Name ASC