Contact
Helloย ๐
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 ๐
- Jaymi
Hi Jaymi March,
from my experience do you need a CRM.
If you want an hand, I can help you with Hubspot.
=)
Hiย Jaymi March ๐ 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 ๐ 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
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.