How to Track Leads in ClickUp [2026 Full Guide]

Описание: In this video, I will show you how to track leads in ClickUp to manage potential customers and organize your sales process in one place. You’ll learn how to build a custom lead pipeline using tasks, statuses, and custom fields to ensure no sales opportunity is missed.

This lead tracking tutorial will cover:
✅ Creating a dedicated Sales Space and Lead Pipeline List
✅ Setting up custom statuses for different stages of the sales process
✅ Using custom fields to track contact details, deal value, and lead source
✅ Visualizing your sales workflow using ClickUp Board View
✅ Setting due dates and reminders for consistent lead follow-ups
✅ Managing communication history and next steps within individual tasks

By the end of this video, you will know how to effectively manage your leads in ClickUp and move them through your sales funnel with clarity and organization.

If you’re searching for how to track leads in ClickUp, ClickUp CRM tutorial, sales pipeline management in ClickUp, or using ClickUp for lead management, this video is for you.

💡 Tip: Use the "Board View" to get a bird's-eye view of your entire pipeline; it makes it much easier to identify bottlenecks where leads might be getting stuck.

If you have any questions after watching, feel free to ask in the comments and I’ll help you out!