ClickUp CRM: There's A Template For That!
ClickUp CRM
In this video, you'll learn how to use ClickUp’s FREE CRM Template to create your own customized workflow!
I'll show you how to access the template builder, customize the template, and save it for future use. You'll also see the following:
· The custom fields included with the template and how to customize them
· The views included with the template and how to use them
· The way to use the different statuses and move prospects through the process
· And more!
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