Organize your Hierarchy for CRM

ClickUp's Hierarchy allows you to use your Workspace as a CRM.

Use the Quick Start: Sales & CRM template to create a CRM Space with our recommended Hierarchy structure, or apply the best practices in this article to your Workspace.

Spaces

When setting up your Workspace as a CRM, we recommend starting by creating one Space to contain your CRM. Alternatively, if you want to nest your CRM work in an existing Space, you can create a Folder for your CRM instead.

Lists

Lists are containers for your day-to-day work. We recommend creating the following Lists when setting up your CRM Space:

List Description
Leads

The Leads List will allow you to consistently apply criteria for qualifying leads, identify leads for a drip campaign, and progress qualified leads into the deal cycle.

Each lead will be represented by a task.

You can use Email in ClickUp to communicate with your leads without leaving ClickUp!

Contacts

The Contacts List contains all of your key contacts during and after the deal cycle, including champion identification, contact type, and all of the deals that your contacts are involved in.

Each contact will be represented by a task.

Accounts

The Accounts List contains key information and features to understand your customers and can help to build a relationship with them.

Each account will be represented by a task.

Deals

After a lead has been qualified, they automatically progress to become a deal. The Deals List should contain tasks and subtasks that guide you through the deal cycle, key metrics to help with deal forecasting, and features to encourage collaboration on deals. 

Each deal will be represented by a task.

 

Was this article helpful?