Contact

Helloย ๐ŸŒŸ

I am super new to Wrike.ย 

Is anyone using Wrike with their contact list? Like are your clients in there with their information. Do you have any custom fields that you've designed to do a quick select for; call back, email, follow up, set meeting, etc.?

If so, I would love to chat to see how you set it up. Perhaps you could screenshot it and blur out any confidential information. Or walk me through your set up process.

Any help or advice is greatly appreciatedย ๐Ÿ˜

- Jaymi

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4 comments

Hi Jaymi March,

from my experience do you need a CRM.

If you want an hand, I can help you with Hubspot.

=)

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Hiย  Jaymi March ๐Ÿ‘‹ I'd suggest checking out one of Wrike's templates, Client Contact List. Here's a post we published on this topic for more info ๐Ÿ‘ Please let me know if you have any questions!ย 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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Hi Lisa,

Thank you for sharing this, very usefull.

When creating a new space I only have the following options (it is missing quite a bit from your post):

Is there something I am missing here? May be a plan issue?

Cheers.

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Hi Florent Giraud, welcome to the Community! The available templates depend on your account subscription, so this is not an issue in the sense of a malfunction since this behavior is expected ๐Ÿ™‚
ย 
If something is not clear or you have any other questions, please do let us know ๐Ÿ‘ Also, you can visit our New to Community forum to get the most out of your experience with our Communityย 

Juan Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Juan Wrike Team member Become a Wrike expert with Wrike Discover

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