Description
It’s hard to keep tracking of all the details about your leads in your head – or in a pile of bullet journals or an outdated clunky spreadsheet. I know because I tried it. But I couldn’t keep track of #allthethings and you shouldn’t have to either.
Give your leads the attention they deserve by keeping track of them in this CRM/Lead Tracking ClickUp Template.
Simply add your new leads into the list and watch them move automatically (yep, this template has 4 pre-built automations for you) while you focus on closing deals and serving your clients.
- Use the task description to take notes during your calls and then refer back to your notes when writing your proposal or writing copy or content
- Use the due dates to keep track of follow ups
- Use the comments to ask your team members to prepare and send out proposals for you
- Assign leads to your sales team
- Automated system ready to use — save time and money
- Automatically move leads to the lost list
- Automatically move booked projects to the client list
You can also:
- Connect your email account and communicate with your leads right through a ClickUp task
- Set up a third party integration to connect another CRM to your ClickUp
- Use the ClickUp Chrome Extension to add leads right from your inbox into your ClickUp
About the ClickUp Template
In less than 5 minutes you can have your CRM set up and ready to go. You’ll be able to stay on top of your leads and avoid having them slip through the cracks.
- Created by a ClickUp Verified+ Consultant
- Designed for a paid ClickUp plan
- 2 click installation into your workspace
What the Template Includes
The ClickUp folder template includes 3 lists to keep track of your active leads, lost leads, and current and past clients plus views to help you visualize things your leads, clients, and workload.
- ClickUp folder template (3 lists)
- Video tutorial
- Guide for customizing and practical usage
How to Use This Template
Just click the link in the download to add the template to your workspace. Start adding in your leads and use due dates, assignees, comments, automations, and more to stay on top of your leads so that you can sign more deals.
Who This Template is For
- Small businesses
- Coaches
- Agencies
- Social Media Managers
- OBMs
- Virtual Assistants
- Interior Designers
- DOOs
- Online business owners
- CFOs
- Accountants
- Consultants
- Content Creators
- Bookkeepers
- Podcasters
- And more!
You are purchasing a single use license of this template and may use it for your use only.
