How to Use ClickUp as a CRM Webinar

>> YOUR LINK HERE: ___ http://youtube.com/watch?v=TFVFiuJu4bg

Do you want to set up your own custom CRM in your Workspace? Organize your client contacts within the ClickUp Hierarchy, communicate with your contacts, create relational databases, and much more! • In this session, you will learn how to: • Set up a small CRM using the Simple CRM List template • Explore how to build out a more complex CRM and Sales Pipeline • Create Relationships between tasks to enrich the CRM with context • Leverage Forms and Automations to make managing the CRM and Sales Pipeline easier • Content of this video: • 00:00 - Introduction • 01:54 - Presentation on CRM • 03:42 - ClickUp Features for CRM • 06:05 - Jump into ClickUp • 06:30 - Apply a CRM List Template • 10:22 - Examples of How to Use ClickUp Features as a CRM • 12:40 - Explore the Simple CRM List Template • 20:37 - Explore a Custom CRM Example • 23:45 - New Lead Capture Form • 26:45 - Automations for CRM • 28:22 - CRM Workflow Demonstration • 32:19 - Benefits of a CRM in ClickUp • 35:16 - FAQs and Resources • Want to create more, faster? Get started here: https://app.clickup.com/ • Connect with our team! • Visit the Help Center: http://help.clickup.com/hc • Learn in ClickUp University: http://university.clickup.com • Reach us at Facebook: / clickuppers • Reach us at Twitter: / clickup • Check out our Blog: http://blog.clickup.com/ • If you like this content and want more of it, be sure to like this video and subscribe to our YouTube channel!

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