Manage and track leads and accounts using an easy-to-use Sales CRM Template. Visualize sales opportunities in the sales funnel. Keep all contacts in a organized list to run your business smoothly.
Sales CRM
Add template to your ClickUp accountTemplate Includes
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COMPLETE, TO DO
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ONGOING, INACTIVE, ONBOARDING, IN PROGRESS, COMPLETE, COMPLETE, ON HOLD, OPEN, RETENTION, READY FOR ONBOARDING, COLD, NOT A FIT, DISENGAGED
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ACTIVE, IN TALKS, PROSPECT, DISENGAGED, INACTIVE
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Time tracking
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Priorities
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Custom fields
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Dependency warning
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Multiple assignees
- Summary
- Board
- Getting Started Guide
- List
- Board
When custom field changes, copy task, and change status.
