ClickUp as an Email CRM - ClickUp Example ft. Abi
Wondering how to send emails directly from ClickUp? Well, ProcessDriven member Abi can show you exactly how! She's worked the "email from ClickUp" feature directly into her ClickUp CRM for the coach she's working with.
🕵️♀️ About our Guest: Abi is the owner of Abi-lities Virtual Assistance where she helps clients manage their time and organize their projects.
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Here's what we'll cover:
00:00 - Introduction - You asked, we delivered
00:27 - Meet ProcessDriven Member, Abi
03:08 - Setting the Scene - How Abi uses Email from ClickUp to really make this CRM flow
04:08 - "But Abi, shouldn't you be automating everything??"
08:22 - So much to learn, so little time
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