ClickUp for Account Managers [The Ultimate Guide]
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In this video, we reveal our the best practices for using ClickUp as an account manager.
0:00 - Introduction
0:50 - Resource Flow & Role of Account Managers
4:25 - The Hierarchy for Better Organization of Client Work
7:37 - Centralized Client Documents
9:05 - Creating Tasks From Client Meetings
11:13 - Creating Account Management Views
14:55 - Adding Work in to ClickUp
21:23 - Creating a Client Portal
25:32 - Creating a Client Health Tracker/CRM
30:34 - Creating Invoice Tracking in ClickUp
31:42 - Account Manager Budget Reporting
33:15 - Conclusion
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