You have deals in your CRM now, and you're probably staring at them as a list. A list is where deals go to hide.
You don't need more data. You need three questions answered at a glance: where is everything, what needs me this week, and what's quietly dying? This episode builds one screen for each, without touching a single settings menu.
The key idea, and it's the same one running through this whole track: you don't build three of anything. The Deals database stays exactly where it is. You ask for three ways to look at it. A board grouped by stage for the big picture. A This Week view filtered to next steps due in seven days. A Going Cold view for open deals with no activity in 14 days.
Claude asks the questions Jason didn't answer in the prompt: the database needs date fields to support two of these views, how should it handle that? What counts as an open deal? Then it builds all three while you watch the views appear in Notion in real time.
The board comes back wrong on the first pass, showing only one stage column instead of all of them. The fix is a screenshot and one sentence: show all stages even if no cards are in them. That exchange is left in, because that's the actual workflow. You describe it, you look at it, and when it isn't right, you keep talking until it is.
The finished board runs Lead, Talking, Proposal, Won, Lost, color coded, with cards you drag between stages. It updates everywhere else automatically. This is what a high-dollar CRM gives you, running on Notion's free plan.
One warning: Notion will happily build calendars, galleries, timelines, and charts. Ignore 90% of it. If a view doesn't answer a question you actually ask every week, you don't need it.
Homework: build the three views in whatever CRM you use, then open the board every morning and actually move things across it.