Keep track of your contacts with ease. This simple CRM template allows you to customize your contact statuses and add additional fields for maximum contact organization and personalization.
Simple CRM
Add template to your ClickUp accountTemplate Includes
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CLOSED, DISQUALIFIED, LEAD, LOST, OPPORTUNITY, WON
- Email address
- Company
- Disqualified Reason
- Stage
- Lost Reason
- Phone number
- Estimated Value
- Confidence
- List
- Table
- How to use this template
