We do insurance sales and use monday as our CRM.
We have this incentive for sales that grants points everytime a sale is made. We have two boards one where we register the specific sale (policy number, agent, amount, date, etc) and another with the agents information.
I want to make a mass automatic email each moth to show them how many credits they made the last month and YTD.
Can someone help me out?
Thank you! (this is my first post)