This is the perfect way to track a user’s latest activity, contacts, account renewals, and risks.
This is the perfect way to track a user’s latest activity, contacts, account renewals, and risks. With your playbook just a click away, account management will be a breeze! #CRM #Operations #Sales #Business #Wiki #Client #Contact #lead #customer
ClickUp is a powerful app that can replace all your other work apps, combining tasks, docs, chat, goals and more. Most of their features are available to all users for free. Free features include unlimited tasks but limited spaces, views and storage.
This template was built to work with free & paid ClickUp accounts. For most templates, you can use the free ClickUp account but we’d recommend the ClickUp Business plan so you can collaborate on forms, have unlimited everything, use custom fields and use custom branding. If you’re not a paid ClickUp user, sign up here or check out their pricing here.