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CRM views in ClickUp

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Build CRM views in ClickUp

Using ClickUp as a CRM lets you track leads, accounts, and deals in one place with customizable views that match your sales process. This guide explains how to set up and use key views to manage your pipeline efficiently.

Why use ClickUp views for CRM

Views transform raw tasks into a structured CRM workspace. Each view shows the same underlying tasks in a different layout, so your sales and customer success teams can focus on exactly what they need.

With views, you can:

  • Organize leads and deals by stage, owner, or priority.
  • Filter and sort records by any field, such as deal size or close date.
  • See workload across your sales team at a glance.
  • Create saved layouts for different roles, like SDRs and account executives.

This flexibility is what makes ClickUp an effective alternative to traditional CRM tools.

Plan your ClickUp CRM structure

Before you create views, decide how your CRM will be organized. A common setup is:

  • A Space for Sales or Revenue.
  • Folders for Pipeline, Accounts, and Renewals.
  • Lists for active deals, lost deals, and archived clients.

Each List can hold tasks representing leads, contacts, or deals. Custom Fields and statuses give each task the data you need to view and report on your pipeline.

Set up CRM statuses in ClickUp

Statuses represent where a deal or lead is in your pipeline. Tailor them to match your sales stages so views can group and filter correctly.

  1. Open your Sales Space, Folder, or List.
  2. Click the settings menu and choose to manage statuses.
  3. Add stages such as New, Qualified, Proposal Sent, Negotiation, and Closed Won/Lost.
  4. Reorder stages to match your sales flow.

Consistent statuses ensure every ClickUp view shows a clear and accurate pipeline.

Create key ClickUp views for CRM

Once the structure and statuses are ready, build targeted views that support daily CRM workflows.

List view in ClickUp for pipeline tracking

List view is ideal for sales teams that prefer a spreadsheet-style layout. Each task is a row and each field is a column, which makes it simple to scan and edit information quickly.

  1. Open your CRM List or Folder.
  2. Click + View and select List.
  3. Name the view (for example, Active Pipeline).
  4. Choose who can see the view and make it public if needed.
  5. Add columns such as Deal Size, Company, Close Date, and Owner.

Use filters and sorts to refine List view:

  • Filter by Status to show only open deals.
  • Filter by Assignee to show deals owned by a specific rep.
  • Sort by Close Date or Deal Size to prioritize outreach.

Board view in ClickUp for Kanban sales stages

Board view visualizes your CRM as a Kanban board, with columns representing statuses or other fields. This is perfect for teams that like a drag-and-drop sales pipeline.

  1. From your CRM location, click + View and choose Board.
  2. Name the view, such as Sales Kanban.
  3. Group tasks by Status to create columns for each pipeline stage.
  4. Optionally group by a Custom Field like Region or Owner if that fits your workflow.

Drag tasks between columns to update stages instantly. Each card can show key fields like value, contact name, or last activity date, so sales reps see the most important CRM data at a glance.

Table view in ClickUp for CRM reporting

Table view extends List-style layouts with more flexible column management. It is especially useful for CRM reporting and operations.

  1. Click + View and select Table.
  2. Name the view, for example Forecast Report.
  3. Show columns for financial and forecasting fields, like Deal Size, Probability, and Forecasted Value.
  4. Use Column Calculations (where available) to see totals and averages.

Use filters to build focused CRM reports, such as:

  • Deals closing this month.
  • Opportunities above a certain value.
  • Deals in late-stage statuses.

Workload view in ClickUp for sales capacity

Workload view shows how much work each sales rep is handling based on tasks, effort, or time estimates. This helps managers balance CRM responsibilities and avoid bottlenecks.

  1. Open your CRM Folder or Space.
  2. Click + View and choose Workload.
  3. Select the grouping, such as Assignee.
  4. Choose a measurement type, like task count or time estimates, depending on how you track effort.
  5. Adjust the time range to weekly or monthly, as needed.

Use this view to reassign deals from overloaded reps to teammates with available capacity, ensuring no opportunity is neglected.

Customize ClickUp views with fields and filters

Your CRM is most powerful when each view is tailored to a specific purpose or role. Combine Custom Fields, filters, and saved layouts for maximum clarity.

Recommended Custom Fields for a ClickUp CRM

Common fields for a sales pipeline include:

  • Deal Size (currency).
  • Close Date (date).
  • Stage (dropdown, if not using only statuses).
  • Contact Email and Phone.
  • Company and Industry.
  • Lead Source (dropdown).

Add these fields at the List, Folder, or Space level so they are available across all CRM views.

Use filters to focus CRM views in ClickUp

Filters make each view role-specific. For example:

  • An SDR view filtered to New and Qualified leads.
  • An account executive view filtered to Proposal and Negotiation stages.
  • A manager view showing deals over a certain value or probability.

After applying filters, save the view so users always return to the same CRM layout.

Tips for managing a scalable CRM in ClickUp

To keep your CRM clean and effective as your team grows, follow these best practices:

  • Standardize naming conventions for Lists and views.
  • Limit who can change core statuses and fields.
  • Archive or move closed deals regularly into a separate List.
  • Document CRM processes and view usage in a dedicated Docs hub.

For help designing a scalable CRM setup, you can work with specialists such as Consultevo, who focus on implementation and optimization.

Next steps and resources

Once your CRM views are configured, train your team to update tasks consistently and use the right view for each workflow. That consistency unlocks accurate forecasting, better reporting, and a reliable single source of truth.

For a detailed reference on using views for CRM directly from the platform’s documentation, review the official guide at this ClickUp help article.

By combining structured data, well-designed views, and clear ownership, you can turn ClickUp into a powerful CRM that scales with your sales and customer success teams.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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