Search
ClickUp for CRM
Learn how to use ClickUp as a CRM
-
Automations for CRM
Reduce manual updates and increase efficiency by automating your CRM Space or Folder. Use the Quick Start: Sales & CRM template to crea...
-
Create statuses for CRM
Move accounts through customizable stages in your CRM Space or Folder. Align your entire team and keep track of the health of each acco...
-
ClickUp for CRM
In the following articles, learn how to set up your ClickUp Workspace for CRM. Get started now using our Quick Start: Sales & CRM templ...
-
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 ou...
-
Use ClickApps for CRM
ClickApps allow you to customize your team's experience within your Workspace. Use the Quick Start: Sales & CRM template to create a ...
-
Use views for CRM
Once you've added data to your CRM, use ClickUp views to see your work in a way that works best for you. Once you have your views creat...
-
Use Dashboards for CRM
Dashboards are the best way to build high-level views of everything in your Workspace. Once your CRM is set up, you can create custom ...
-
Use Custom Fields for CRM
Create Custom Fields to manage client and account information and identify deal progress. Use the Quick Start: Sales & CRM template to...