Excellent video demonstrating the power of ClickUp customizations. Key takeaway for me is use ClickUp templates when our process aligns with the template's workflow. For example, I use Getting Things Done (GTD) system to manage my personal interests, so I would opt to use your GTD template rather than build my own. With respect to my business development workflow, I would create my own CRM as you suggest, so it matches my business CRM workflow and needs precisely.
Amazing tips! 🙏 Thanks
Thank you Ramzi. Amazing video. Great content. Can I ask which app did you use to record this video?
Descript :)
Excellent video demonstrating the power of ClickUp customizations. Key takeaway for me is use ClickUp templates when our process aligns with the template's workflow. For example, I use Getting Things Done (GTD) system to manage my personal interests, so I would opt to use your GTD template rather than build my own. With respect to my business development workflow, I would create my own CRM as you suggest, so it matches my business CRM workflow and needs precisely.
I learned alot! Thanks!
Glad it was helpful!
Helped alot! Thank you!
actually very useful, thanks
lovely post!!!
Good content! Keep going :)
Very helpful
Quick question: I can’t find the money in the add Column
what do I do?
It’s the currency field
How to show conversion rate in clickup?
There’s no such feature. You could use the formula field but it wouldn’t be refreshed 🥲
So useful again, thank you! If a deal is rejected, is there any wat to not to count that deal in the "total deals" column from that account?
With filters yes.