Customer relationship management in ClickUp allows you to manage your book of business while keeping track of customer interactions through each stage of the sales pipeline.
Template Includes
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CLOSED [LOST], INTRO CALL, FOLLOW UP, DEMO, CLOSED [WON], QUALIFIED PROSPECT, UNQUALIFIED PROSPECT, PROPOSAL
- Account Size
- Close Date
- Commission
- Company Revenue
- Contact
- Contact Title
- Email
- Employee Count
- Industry
- Next Step
- Next Step Date
- Opportunity
- Payment Status
- Payment Type
- Plan
- Segment
- Getting Started Guide
- Sales Playbook
- List
- Top Priority
- Industry
- Account Details
- Schedule
- Closed deals
