Скачать или смотреть How To Create A Simple CRM Dashboard In ClickUp [Business Setup]

How To Create A Simple CRM Dashboard In ClickUp [Business Setup]

🌐 Access ClickUp Here:
https://clickup.com

🌐 ClickUp Dashboards Feature:
https://clickup.com/features/dashboards

📱 Download ClickUp App:
https://clickup.com/download

In this 2025 business setup tutorial, I’ll show you exactly how to create a simple CRM dashboard in ClickUp so you can track leads, deals, and follow-ups in one clean view. If you don’t want complicated CRM software, ClickUp can give you a lightweight pipeline dashboard that’s easy to manage and perfect for small teams, creators, agencies, and service businesses.

🔹 What You’ll Learn:
-How To Build A Simple CRM Dashboard In ClickUp That Tracks Leads, Deals, And Next Actions
-How To Create A Pipeline View With Stages That Match Your Sales Process Clearly
-How To Add Dashboard Widgets For Deal Value, Follow-Ups Due, And Active Opportunities
-How To Track Lead Sources And Conversion Rates Using Custom Fields And Filters
-How To Prevent Leads From Going Cold With Recurring Follow-Up Tasks And Automations
-How To Build A Weekly Sales Review Dashboard That Shows What Needs Attention Fast
-How To Use Templates So Every New Lead Has The Same Notes And Process
-How To Keep Your CRM Clean By Closing Dead Deals And Archiving Old Leads Properly
-How To Avoid CRM Setup Mistakes That Make Tracking Feel Overwhelming

💡 Pro Tip: Your CRM dashboard should drive action, not just show data. Create one widget that shows “Follow-Ups Due Today” and review it daily. Also assign every lead a next step and date—if a lead has no next step, it’s basically dead. Keep your pipeline short, simple, and consistent so it stays usable.

By the end, you’ll have a simple ClickUp CRM dashboard that keeps sales organized and predictable.

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