🚀 Let Us Streamline Your Operations in ClickUp: https://www.zenpilot.com/working-with-zenpilot?utm_source=youtube.com&utm_medium=referral&utm_campaign=jeff-clickup-lead-tracking
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Have you ever wondered how to track leads in ClickUp
Well in todays tutorial, I'll be walking you through how you can use ClickUp to create, track, and nurture leads.
Here's what's included:
0:00 - Introduction
0:40 - Structuring your lead tracker
2:06 - Views and custom fields
3:49 - Building a ClickUp form to create leads
7:45 - Hidden form fields for email automations
14:11 - Creating and nurturing leads
19:38 - Turn leads into contacts for open deals
22:41 - Building drip campaigns for leads
22:53 - Conclusion
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👉 Get the ClickUp CRM template: https://www.zenpilot.com/clickup-crm-template?utm_source=youtube.com&utm_medium=referral&utm_campaign=jeff-clickup-lead-tracking
📕 Get our ultimate "How to Use" ClickUp guide: https://www.zenpilot.com/clickup-guide?utm_source=youtube.com&utm_medium=referral&utm_campaign=jeff-clickup-lead-tracking
🧾 How to use ClickUp hidden form fields: https://help.clickup.com/hc/en-us/articles/6310247500055-Hidden-Fields-in-Forms
📹 ClickUp CRM Video: https://www.youtube.com/watch?v=pl7rx2gBtWY
📕Read the written version here: https://www.zenpilot.com/blog/how-to-track-leads-in-clickup?utm_source=youtube.com&utm_medium=referral&utm_campaign=jeff-clickup-lead-tracking
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As ClickUp's first and highest-rated solutions partner, we've helped over 2,700 teams streamline their operations in ClickUp.
🥇 Learn why ZenPilot is ClickUp's highest-rated solutions partner: https://www.zenpilot.com/clickup-consultant-and-highest-rated-partner?utm_source=youtube.com&utm_medium=referral&utm_campaign=jeff-clickup-lead-tracking
📞 If you're ready to experience the power of world-class operations, schedule your free ops strategy call here: https://www.zenpilot.com/call?utm_source=youtube.com&utm_medium=referral&utm_campaign=jeff-clickup-lead-tracking
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📚FREE RESOURCES 📚
👥 Join the FREE ClickUp Community: https://www.linkedin.com/groups/12842198/
⚡️ Want to see how your operations stack up against 2,000 other firms? take the 20-question benchmark: https://tools.zenpilot.com/pm-benchmark/?utm_source=youtube.com&utm_medium=referral&utm_campaign=jeff-clickup-lead-tracking
📕 Download the 47-page guide on how to implement ClickUp for agencies: https://www.zenpilot.com/how-to-implement-clickup-for-agencies?utm_source=youtube.com&utm_medium=referral&utm_campaign=jeff-clickup-lead-tracking
📨 Get biweekly agency ops insights from our newsletter: https://www.zenpilot.com/first-class-operations-newsletter?utm_source=youtube.com&utm_medium=referral&utm_campaign=jeff-clickup-lead-tracking
🎁 FREE client onboarding ClickUp template: https://www.zenpilot.com/client-onboarding-clickup-template?utm_source=youtube.com&utm_medium=referral&utm_campaign=jeff-clickup-lead-tracking
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⚠ Disclaimer: The videos on our YouTube channel are for informational purposes only and are not intended as an endorsement for any of the products or services that we feature.
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