Build a ClickUp CRM | Relationships & Rollups Use Case Tutorial
54.8 هزار بار بازدید -
4 سال پیش
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🔥 Want to get your
🔥 Want to get your systems & processes in order? Consider joining #ProcessDriven Foundations™ at https://processdriven.co/services/mem...
👀 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.
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.
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🌎 Join our FREE Facebook Group by visiting: https://processdriven.co/group
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/ / / / SUPPORT OUR WORK / / / /
🔥 Want to get your systems & processes in order? Consider joining #ProcessDriven Foundations™ at: https://loom.ly/wVmg54g
⏱️ Need to learn SmartSuite? Master the basics in just ONE day: https://loom.ly/tBdhzOo
🤓 Need to learn ClickUp? Master the basics in just ONE day: https://loom.ly/lnvReKc
🤝 Interested in becoming a Sponsor for the ProcessDriven YouTube channel? Reach out directly at: https://loom.ly/GUtoxJo
/ / / / 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
👀 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.
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.
/ / / / MORE FREE RESOURCES / / / /
💡 Watch our FREE strategy training here: https://loom.ly/ssAEAyI
📨 Get tips directly in your inbox: https://processdriven.co/email?utm_so...
🌎 Join our FREE Facebook Group by visiting: https://processdriven.co/group
📹 Want to steal our gear/setup/software stack? https://loom.ly/EUbf9Mg
/ / / / SUPPORT OUR WORK / / / /
🔥 Want to get your systems & processes in order? Consider joining #ProcessDriven Foundations™ at: https://loom.ly/wVmg54g
⏱️ Need to learn SmartSuite? Master the basics in just ONE day: https://loom.ly/tBdhzOo
🤓 Need to learn ClickUp? Master the basics in just ONE day: https://loom.ly/lnvReKc
🤝 Interested in becoming a Sponsor for the ProcessDriven YouTube channel? Reach out directly at: https://loom.ly/GUtoxJo
/ / / / 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
4 سال پیش
در تاریخ 1399/11/03 منتشر شده
است.
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