Build a ClickUp CRM | Relationships & Rollups Use Case Tutorial

🔥 Want to get your systems & processes in order? Watch my FREE training here to understand #ProcessDriven framework for systemizing business: https://processdriven.co/blueprint?utm_source=yt&utm_medium=organic&utm_campaign=mg-114&utm_content=20210122 👀 Prefer to read along? Here’s what you need to know: https://processdriven.co/clickup/advanced-clickup/build-a-clickup-crm-relationships-rollups-use-case-tutorial/?utm_source=yt&utm_medium=organic&utm_campaign=mg-114&utm_content=20210122 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. 🔗 Want to try ClickUp for yourself? Support our work by using our affiliate link: https://processdriven.co/clickup?utm_source=yt&utm_medium=organic&utm_campaign=mg-114&utm_content=20210122 🔗 Learn the ClickUp essentials in less than 1 day: https://processdriven.co/services/mini/?utm_source=yt&utm_medium=organic&utm_campaign=mg-114&utm_content=20210122 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. 👉 Grab the Task Plunger to help your delegation process: https://processdriven.co/task-plunger?utm_source=yt&utm_medium=organic&utm_campaign=mg-114&utm_content=20210122 👉 Get a FREE operations audit to measure how systemized your team is with a Systemization Snapshot™: https://processdriven.co/snapshot?utm_source=yt&utm_medium=organic&utm_campaign=mg-114&utm_content=20210122 👉 Watch my FREE training here to understand #ProcessDriven framework for systemizing business: https://processdriven.co/blueprint?utm_source=yt&utm_medium=organic&utm_campaign=mg-114&utm_content=20210122 👉 Subscribe to get new content, freebies, and tips directly in your inbox: https://processdriven.co/email?utm_source=yt&utm_medium=organic&utm_campaign=mg-114&utm_content=20210122 👉 Want to steal our gear/setup/software stack? https://processdriven.co/gear?utm_source=yt&utm_medium=organic&utm_campaign=mg-114&utm_content=20210122 [ WORK WITH ME ] 🔥 Want to get your systems & processes in order? Join my signature program, ProcessDriven Foundations™ at: https://processdriven.co/services/pf/info?utm_source=yt&utm_medium=organic&utm_campaign=mg-114&utm_content=20210122 🔥 Learn SmartSuite basics with my beginner course: https://processdriven.co/services/smartsuite?utm_source=yt&utm_medium=organic&utm_campaign=mg-114&utm_content=20210122 🔥 Learn ClickUp basics with my beginner course: https://processdriven.co/services/mini?utm_source=yt&utm_medium=organic&utm_campaign=mg-114&utm_content=20210122 / / / / 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?utm_source=yt&utm_medium=organic&utm_campaign=mg-114&utm_content=20210122