monday CRM

Topic	Replies	Views	Activity
About the monday CRM category	2	2209	August 15, 2022
HTML Email Signature doesn't look good :( email	1	2069	August 6, 2025
Email Templates templates	5	22	August 4, 2025
Save pages with sections collapsed items_page	4	6	July 31, 2025
Change the view within an individual record within a user's view, not for the entire board	2	6	July 31, 2025
Calculating quarterly revenue based on timeline formula , question	0	11	July 31, 2025
Can you add more than one value to "Add value" field for Gmail integration? integrations , crm	2	9	July 30, 2025
Zapier from Zeffy to Monday.com formula , subitems	0	2	July 28, 2025
Ability to 'reply' to the email thread within Mobile App email , newfeature , emails-and-activities , feature-requests	1	9	July 21, 2025
Help with CRM Security, Permissions and Duplicates for a Global Sales Team Hierarchy permissions , question , security , enterprise	0	7	July 17, 2025
Digital Marketing Agencies: Campaign Performance + Workflow Automations	3	1343	July 14, 2025
Sharing between CRM and Work Management integrations , automations , connect-boards , crm , boards , link-items , mirror , recipe	2	163	July 9, 2025
Selective automatic contact creation automations , email	2	15	July 8, 2025
Add activity by emailing to someone other than contacts in the account activity-log	1	9	July 8, 2025
Is there a way to create a mail with content based on missing columns automations , crm , email , question	3	17	July 7, 2025
Merging duplicates without losing data	6	69	July 7, 2025
Exclude specific users from viewing a board	3	13	July 2, 2025
Embedded workforms and Monday.com CSP question , workforms	1	11	July 2, 2025
Issue Accessing Features Despite Being on Pro Plan my-work , question	2	15	July 1, 2025
CRM and Service email best practices crm , monday-service	1	22	June 30, 2025
Setting dates in a column based on a new Activity being created automations , formula , question	2	17	June 26, 2025
Automatically link Contact in Deals and Project boards	1	7	June 16, 2025
Is there a way to UPDATE items (e.g. Contacts) with an Import? updates , import , excel , question	1	27	June 2, 2025
Rollup Emails & Activities to parent item OR how to track staffer emails crm , subitems , emails-and-activities	3	19	May 30, 2025
Need CRM - Namrata Hinduja Geneva, Switzerland crm	1	10	May 28, 2025
Add on for Gmail integration for Monday.com integrations , crm	7	277	May 22, 2025
Mail merge in Monday.com using Gmail integrations	2	1555	May 22, 2025
How to Add "Payment Terms" to Quote Template in Monday CRM crm , templates	1	12	May 21, 2025
URGENT: On the quotes & invoice CRM, could we make the price bring values directly from formula columns? columns , formula	7	35	May 15, 2025
Import specific (not all) boards from Trello? import	0	7	May 12, 2025