Скачать или смотреть How To Track Leads In ClickUp For Real Estate [CRM Workflow]

How To Track Leads In ClickUp For Real Estate [CRM Workflow]

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

🌐 ClickUp CRM Setup Guide Here:
https://help.clickup.com/hc/en-us/art...

📱 How To Download ClickUp (Mobile App):
https://clickup.com/download

In this real estate ClickUp CRM tutorial, you’ll learn how to track leads in ClickUp so you can manage calls, follow-ups, and deal progress without losing opportunities. Real estate leads move fast, and if you don’t have a system, you’ll forget who to contact, miss deadlines, and lose deals. This workflow turns ClickUp into a simple real estate CRM where every lead has a status, next action, and clear pipeline stage.

🔹 What You’ll Learn:

How to create a real estate lead list in ClickUp that keeps every lead organized and searchable

How to set up pipeline stages like New Lead, Contacted, Appointment Set, and Under Contract

How to track lead details using custom fields like budget, location, property type, and urgency

How to store notes, call history, and documents inside each lead task for fast follow-ups

How to create reminders so you never miss lead follow-ups or viewings again

How to use Board view to manage leads visually and move deals through stages faster

How to build a simple dashboard that shows active leads, hot prospects, and next actions

How to scale your CRM workflow as you handle more listings, buyers, and sellers

💡 Pro Tip: Real estate success is follow-up speed. Add a “Next Follow-Up Date” field and review your leads twice per day. If a lead doesn’t have a next action, it dies. ClickUp makes this easy—so your pipeline stays full and consistent.

By the end, you’ll have a real estate lead tracking system in ClickUp that closes more deals.

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