Not too complicated actually.

I work in sales, I set up a few pages, namely:

• Clients (a base for clients)
• Projects (a base for current projects)
• Tasks (query all the TODO, WAITING, etc)
• Suppliers (general supplier info)

And then set up a few templates that i use whenever i get a new client and new project so its a simple /template and bam they’re automatically linked to the project pages.

here’s an example of a new client template:

- # #Client details
  template:: New Client
	- contact::
	- email::
	- telephone::
	- address::
	- tags::
	

It links back to the client page and the new project template links back to that specific client so everything is always within the proper linked reference.

I log everything in the journal (which is why i prefer logseq).

I had a more complicated set up when if first started but ended up simplifying it and honestly the simpler the better.