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How to Set Up a Simple CRM in ClickUp EASILY and EFFECTIVELY

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Автор: Fuel Your Legacy with Anne Leah

Загружено: 2021-08-12

Просмотров: 5076

Описание: Anne shows you how to make a simple and effective CRM inside of ClickUp.

💡All Access Links & Resources: https://anneleah.com/quick-links
✏️Apply for a ClickUp Champion VIP Day: https://anneleah.com/vipapply
Free ClickUp Playbook & Complementary Access to the ClickUp Accelerator Course
https://fuelyourlegacyworkshops.com/


🔗 [Read the full blog post here: [Link to Blog Post]]
*All ClickUp Tutorials Playlist:*
   • ALL ClickUp Specific Tutorials [Start Here]  

//UPDATE AS OF MARCH 2024//
Anne is now a Verified ClickUp Power User and a Business Consultant. ClickUp is now on v3.0 and some of the graphical interface may be different than displayed in the videos. We encourage you to schedule a call to discuss how we can help you with ClickUp. We still use ClickUp and have been for the last 5 years. Fuel Your Legacy® is a registered trademark of Anne Leah & Co., LLC
Anne Leah & Co., LLC is pronounced as Anne Leah & Company.

//IMPORTANT NOTES AS OF MARCH 2022//

AmbitiousVA was rebranded to Anne Leah & Co., LLC in October of 2021. To preserve this content in its current state you will see AmbitiousVA still referenced with its original branding. AmbitiousVA is still alive and its own entity for growth in the future! Stay with us while we continue to work through this new journey! Anne outgrew her original role as a Virtual Assistant and Vetted ClickUp Consultant and thrived in her Director of Operations certification.
She is now focused on helping entrepreneurial couples get out of the hamster wheel of running a business to create a lasting legacy. She focuses on strategic business operations, family management, personal development and STILL uses ClickUp in all aspects of her life and legacy. This means even more and better videos and tutorials to help you Fuel Your Legacy!

*Wanna surprise me? Send a gift!*
Anne Leah & Co., LLC
2509 James Street PO Box 825
Syracuse, NY 13206

note: There may be affiliate links in this description or video

#FuelYourLegacy #ClickUp #Operations #Work #Life #Family #integration #anneleahco #Business #SmallBusiness #SMB @fuelyourlegacy

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How to Set Up a Simple CRM in ClickUp EASILY and EFFECTIVELY

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