Hi,
I have been playing around with Monday.com CRM for the past 3 months, I’m having a hard time connecting boards so they display key pieces of information.
I have 1 board which is used for Opportunity capturing - this board handles the opportunity from discovery to order receipt from the customer. This board contains a connected column, when the user adds an opportunity they select from the connected column which account the opportunity relates to, this information then appears on the connected accounts board.
The challenge I am facing is that I have another board which monitors the progress of the opportunity from the point of it being ordered to when it gets invoiced. I built a workflow which triggers when the opportunity stage is changed to “Closed Won” it will create a new item in an “Opportunity Orders” board, the first column of that board needs to contain a unique id followed by the account name, then various fields will follow.
The flow is working relatively well, but I cannot seem to get the account name to appear, this is what it looks like, I’m guessing its because its from a connected column.
Has anyone else come across this issue, how did you overcome it? it’s really stressing me out as it’s the key piece of information I need to be able to transfer across all of my boards.
Would appreciate any help I can get right now.
Thanks
Sharon