How to Use ClickUp Client List Templates

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How to Use ClickUp Client List Templates Step by Step

ClickUp makes it easy to organize your clients, leads, and accounts in one place using flexible, customizable client list templates. This step-by-step guide shows you exactly how to set up, customize, and use these templates to manage contact data, deals, and communication workflows efficiently.

Why Use ClickUp Client List Templates

Client information gets messy fast when it lives in multiple spreadsheets, inboxes, and chat threads. A structured list template keeps all client details, tasks, and notes together so your team always knows what to do next.

Using a dedicated list template lets you:

  • Centralize contact details, deals, and documents
  • Track lead status from first touch to closed deal
  • Standardize data so reports stay accurate
  • Automate reminders and follow-ups
  • Collaborate with sales, marketing, and service teams

The blog post at ClickUp client list templates introduces several ready-made templates. Below is a practical how-to guide for putting them into action.

Prepare Your Account to Use ClickUp for Clients

Before building a client list, confirm that your workspace is ready for structured client management.

1. Define Your Client Management Stages

First, agree on how you move a contact from initial interest to long-term account. Common stages include:

  • New lead
  • Qualified
  • Proposal sent
  • Negotiation
  • Won
  • Lost

These stages will later become statuses in your client list views.

2. Decide What Data You Need to Track

Next, choose the specific data you want to capture for every client. Examples include:

  • Company name and industry
  • Primary contact and role
  • Email and phone number
  • Deal size and expected close date
  • Lead source and campaign
  • Current products or services

This planning step makes it easier to select and adapt a client list template inside ClickUp.

Create a New Client List in ClickUp

Once your stages and data points are clear, you can create a structured list to hold all client records.

3. Choose or Create a Space for Client Management

In your workspace, create or select a Space dedicated to sales, client success, or account management. Keeping client lists inside a focused Space improves navigation and permissions.

4. Add a Folder and List for Clients

  1. Open your chosen Space.
  2. Create a Folder named something like “Clients” or “Sales Pipeline.”
  3. Inside that Folder, add a new List called “Client List” or “Accounts.”

This List will be the home for your client records and related tasks.

Apply a ClickUp Client List Template

Instead of starting from scratch, apply a client list template inspired by the examples from the official blog.

5. Browse Available Templates

  1. Open the List where you want to store clients.
  2. Select the option to browse or add a template.
  3. Look for templates related to client management, sales, or CRM-style tracking.

Templates often include recommended views, fields, and statuses tailored for client workflows.

6. Add Custom Fields for Client Data

Most client list templates in ClickUp rely on Custom Fields to capture structured data. Common field types include:

  • Text fields for company names and contact roles
  • Email and phone for direct outreach
  • Dropdowns for lead source or industry
  • Currency for deal size and contract value
  • Date for renewal or follow-up dates

Edit or add fields so they match the data you identified earlier.

Configure Views and Statuses in ClickUp

Views and statuses determine how you see and move clients through your pipeline.

7. Set Up Client-Friendly Statuses

Align List statuses with your client stages. For example:

  • New
  • Contacted
  • Qualified
  • Proposal Sent
  • Negotiation
  • Closed Won
  • Closed Lost

This structure lets your team quickly scan the pipeline and see where each client stands.

8. Build Useful ClickUp Views for Clients

Use multiple views so each team member can work the way they prefer:

  • List view for detailed client records and data editing
  • Board view to drag-and-drop clients across stages
  • Table view to analyze and sort by deal value or dates
  • Calendar view to see upcoming follow-ups and renewals

Save these views with filters and sorting rules that fit your process.

Import Existing Client Data into ClickUp

If you already track clients in spreadsheets or another tool, import that data into your new list.

9. Prepare Your Spreadsheet

Before importing, clean your data:

  • Use one row per client or account
  • Standardize column names to match Custom Fields
  • Remove duplicates and outdated contacts
  • Convert text-based dates and currency to consistent formats

10. Map Columns to Fields During Import

  1. Start the import process in your client List.
  2. Upload your CSV or spreadsheet.
  3. Map each column to the appropriate Custom Field or task field.
  4. Confirm that key columns (name, contact, deal value) map correctly.

After import, spot-check a few records to ensure everything looks correct.

Use ClickUp to Run Daily Client Operations

Once your client list is active, you can manage daily work directly from the platform.

11. Log Activities and Notes

For each client task or record, add:

  • Comments summarizing calls and meetings
  • Attachments for proposals, contracts, and briefs
  • Subtasks for onboarding steps or implementation tasks

This creates a complete history of every interaction with each client.

12. Set Reminders and Automations

To avoid missed follow-ups, use automation features:

  • Automatically set a due date when a status changes
  • Assign follow-up tasks when a deal reaches a new stage
  • Send notifications when renewal dates are near

These automations keep your team proactive and consistent.

Optimize and Scale Your ClickUp Client Workflow

As your client base grows, refine your setup so it remains efficient and easy to use.

13. Review Client Performance Regularly

Use reporting and dashboard features to monitor:

  • Number of new leads per period
  • Conversion rates between stages
  • Average deal size and close time
  • Renewal and churn metrics

Adjust your stages, fields, or automations based on what the data reveals.

14. Standardize Your Client Processes

Create repeatable processes using:

  • Task templates for onboarding journeys
  • Checklists for implementation steps
  • Form views to capture new client requests

This standardization makes it easier to train new team members and maintain quality.

Next Steps and Additional Resources

For more strategic help building a client operations system that integrates ClickUp with your overall workflow and marketing stack, you can explore consulting resources like Consultevo.

To dive deeper into specific examples of client list templates, structures, and use cases, review the official breakdown on the ClickUp client list templates blog page. Combine that reference with this how-to guide to design a client management system that scales with your business.

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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