Build a ClickUp CRM | Relationships & Rollups Use Case Tutorial
🔥 Want to get your systems & processes in order? Watch my FREE training here to understand #ProcessDriven framework for systemizing business: https://processdriven.co/blueprint?ut...
👀 Prefer to read along? Here’s what you need to know: https://processdriven.co/clickup/adva...
One of the most common use cases for ClickUp's Relationships and Rollups Custom Fields is building a CRM directly in ClickUp.
In this video, you'll learn how you can construct a basic client management database from scratch within one ClickUp Folder as well as how you can use the relational database features to improve your Sales and Onboarding workflows in ClickUp.
🔗 Want to try ClickUp for yourself? Support our work by using our affiliate link: https://processdriven.co/clickup?utm_...
🔗 Learn the ClickUp essentials in less than 1 day: https://processdriven.co/services/min...
Here's what we'll cover:
0:00 CRM in ClickUp Sneak Peek
0:36 Who's the talking head?
1:10 How to Build a CRM in a ClickUp Folder
2:39 Add Custom Fields in ClickUp for a Client Database
4:28 How to setup ClickUp Relationship Custom Field
6:19 How to setup Rollup in ClickUp
10:02 Build services/orders log in ClickUp
11:11 Edit this CRM for an Online Course/Membership
12:57 Add Custom Views for Lists and Folders
13:33 Can Clickup replace a CRM? My two cents.
👉 Grab the Task Plunger to help your delegation process: https://processdriven.co/task-plunger...
👉 Get a FREE operations audit to measure how systemized your team is with a Systemization Snapshot™: https://processdriven.co/snapshot?utm...
👉 Watch my FREE training here to understand #ProcessDriven framework for systemizing business: https://processdriven.co/blueprint?ut...
👉 Subscribe to get new content, freebies, and tips directly in your inbox: https://processdriven.co/email?utm_so...
👉 Want to steal our gear/setup/software stack? https://processdriven.co/gear?utm_sou...
[ WORK WITH ME ]
🔥 Want to get your systems & processes in order? Join my signature program, ProcessDriven Foundations™ at: https://processdriven.co/services/pf/...
🔥 Learn SmartSuite basics with my beginner course: https://processdriven.co/services/sma...
🔥 Learn ClickUp basics with my beginner course: https://processdriven.co/services/min...
/ / / / AFFILIATE DISCLAIMER / / / /
Affiliate Disclaimer: This post may contain affiliate links or sponsored content for which we may receive compensation. For details, visit https://processdriven.co/terms?utm_so...