ClickUp Training — Session 4:

ClickUp Training — Session 4: Custom Fields & Lead Pipeline Filtering

Overview

In this session, I moved from basic task management into building an actual lead-tracking system inside ClickUp using custom fields and filters. What I Practiced ✅ Created a custom “Lead Status” dropdown field with stages: New Lead, Contacted, Interested, Closed ✅ Applied the Lead Status field to all tasks in my practice list ✅ Identified and removed a duplicate field created by mistake ✅ Filtered the task list by Lead Status to isolate leads at a specific pipeline stage ✅ Cleared filters to restore the full task view Skills Practiced: CRM Fundamentals, Custom Field Setup, Data Filtering, Pipeline Management, Quality Control