In the following articles, learn how to set up your ClickUp Workspace for CRM.
Get started now using our Quick Start: Sales & CRM template!
Organize your Hierarchy for CRM
From Spaces to tasks, learn how to set up your Workspace Hierarchy for CRM.
Use views for CRM
Learn what views you should use for CRM.
Use Custom Fields for CRM
Learn about the types of Custom Fields that can help your team easily manage customer information.
Create statuses for CRM
Learn which custom statuses we recommend for CRM.
Automations for CRM
Learn how to create time-saving CRM Automations.
Use ClickApps for CRM
Learn more about some of the ClickApps that we recommend for maintaining your CRM.
Use Dashboards for CRM
Learn more about using Dashboards for CRM reporting.
Webinars and courses
Be sure to check out these other resources: