Ability to duplicate core Sales CRM boards and Columns

Feature requests
,
1

Currently Monday Sales CRM is only allowing you to create 1 instance of:

  • Leads
  • Contacts
  • Accounts
  • Deals
  • Activities

These boards all have a bunch of columns unique to Sales CRM also.

The boards cannot be duplicated, which is causing me some headaches and also clients and potential new Monday Sales CRM customers a headache.
The particular use case which is having people picking CRM’s such as Hubspot and Pipedrive over Monday Sales CRM is multiple pipelines…

A lot of my my clients want more than deals board because they have a pipeline for fixed cost items and a separate pipeline for subscription items. One is concerned with deal value and one is concerned with MRR.

This is losing me (and Monday Sales CRM) deals a the moment!

2

Just to understand, what CRM specific features do not work on non-CRM Boards?

As far as I understand only difference are the icons of the Deals etc.

3

For example, the “overview” of the item view is totally different in the CRM type boards. It’s basically a dashboard for an item. It’s key to why we wanted monday.com CRM. I have a “partner board” in our work management system that I want to move to CRM and use. But when I copy that board over, I can’t get that overview tab in the item. I could just rebuild the board, but we have lots of connected boards and that would be a huge pain. Any tips?

4

Can you share a screenshot? The full Item view should work for all non CRM Boards just as well