Description

This is a ClickUp template, importable into ClickUp to instantly set you up with the most common & effective set up we’ve seen most of our clients prefer.
It includes areas for managing Sales, Projects and Clients.

Fast track your ClickUp implementation by jumping straight to the most common structure, setup and best practices we’ve advised clients wanting a sales CRM to use, across 5 years of ClickUp Consulting.

The template includes:

• ClickUp templates, that can be imported directly into ClickUp via their public template feature
  • ClickUp Hierarchy
  • Clearly defined areas
  • Structured relationships between clients, sales & projects
  • Custom Fields
  • Statuses & workflow design
  • New Deal Form
  • New Client Form
• Best Practices documents
  • ClickApp setup instructions
  • Notification setting instructions for staff & managers
• Training Resources to add Customisation
  • Cheat Sheet #7 – Building Views
• Automation (Make)
  • Create new deal when new client created, and link them
  • Create a new project when deal is marked as ‘Closed Won’