Build a ClickUp CRM | Relationships & Rollups Use Case Tutorial

One of the most common use cases for the new Relationships and Rollups custom fields in ClickUp is building a CRM in ClickUp.

In this tutorial, I'll walk through how you can construct a basic client management database from scratch within one ClickUp Folder. I'll also give you a crash course on how you can use the relational database features that were recently released in 2021 to improve your sales or onboarding workflows in ClickUp.

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.
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Видео Build a ClickUp CRM | Relationships & Rollups Use Case Tutorial канала Layla at ProcessDriven