Sanja Djurdjevic

How to use the CRM list (Clickup) Тhe CRM list: The "General info" (list) is the default view: This list contains specific details about the clients (Sales Rep, Client Name, Industry, Services Required, Last Contact, Due date, Phone, Location, Timezone, Priority and the task Assignee). Those details are sent by the company's salesperson to the person who should go through the process and perform a task (the assignee). NOTE: Gennady is the Salesperson, and Luke is the assignee. After the salesperson completes his part of the task, he informs the assignee. The process is the following: 1. The salesperson first creates a contract with a client, obtains all client information, and schedules a call in Assignee's calendar. 2. The salesperson sends a mail to everyone, informing them about the new client acquisition and saying that the Assignee will have a call with the client at a specific time The salesperson had scheduled. 3. The salesperson then creates a new task in Clickup, setting the status (group) to "New Client": 4. He adds details to the task (Contract no., Client name, Industry, etc.) and assigns the task to Assignee When you switch to the Board view, the first column "New client" will hold the new task(s) The salesperson created. Ideally, there should be a checklist of Assignee's tasks (template?) within the task The salesperson created: Assignee's tasks: 1. Send the onboarding email with the form to be filled by the client 2. Makes an introductory call with the client (informing them the mail with the onboarding form has been sent and that the onboarding call is scheduled at a specific day) 3. Confirm the time of the onboarding call with the client ● ● ● ● Before the onboarding call, the client fills out the onboarding form and sends it back to Assignee. Assignee reviews the form. During the onboarding call, Assignee helps the client fill out the form completely. If the Form has been filled out completely and correctly, the task status should be changed to Work in progress. If there are some parts of the form that still need to be filled out, arrange another call with the client to complete the form, and set the task status to "Follow up onboarding call". A task then goes from "Follow up onboarding call" to "Work in progress" status. The "Work in progress" status implies that the work has been defined and the client has set a due date (usually two week period). NOTE: This applies for Landing page + Ads When a task reaches the Work in progress status, the due date is set, and the task is then forwarded and assigned to the Suppliers. The idea is that a Review call is made after the two week period. The Billing info (view): Contains all the information The salesperson has previously set (for the default view/sent by email), so he could fill the billing info as well (Most recent billing, Next Billing Cycle, Total Budget, Fee (percentage), fee, Ad Spend, lifetime billing, lifetime profit, Upsells) .