Quick Start templates are designed to help you get up and running with ClickUp faster. This one features management of leads, deals, accounts, contacts, and a team wiki to foster knowledge sharing. Streamline your sales pipeline and close deals faster!
Quick Start: Sales & CRM
Get Free Solution to your ClickUp accountTemplate Includes
-
-
-
- +3
-
ON TRACK, IN PROGRESS, AT RISK, CLOSED, OPEN, OFF TRACK
-
-
-
- +21
-
UNQUALIFIED - FOLLOW-UP, CLOSED, ON TRACK, ON HOLD, NOT STARTED, NEED APPROVAL, BLOCKED, NEW LEAD, LOST DEAL, ACTIVE, OPEN, AT RISK, PROSPECT, OPEN, CLOSED, QUALIFIED, SCHEDULED, ENGAGED, CLOSED, ATTEMPT TO ENGAGE, UNQUALIFIED - ARCHIVE, FORMER CLIENT, AT RISK, COMPLETE
- CRM Item Type
-
Time tracking
-
Priorities
-
Time estimates
-
Custom fields
-
Dependency warning
-
Multiple assignees
-
Emails clickapp
-
Status pies
- List
- Team Wiki
- Welcome!
- List
When task created, add to List.
When custom field changes, create task.
