One Place to Manage Clients (and Everything!) with ClickUp

I addition to the Dashboard you will see in the above video I also used a few different lists.

  1. Account Balances
  2. Support Tickets
  3. Project lists

These lists are what is then available in the dashboard view.

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Kylie Ross

Kylie Ross

I'm a Translator for the Tech Challenged and a retired accountant and financial software implementation consultant. Understanding the customer and translating their requirements into various forms of training materials has provided me with a greater understanding of how people learn best. Which is why all the content I create is provided in multiple styles – online video’s, downloadable documents, podcasts and checklists.

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