I’m relatively new to Monday.com CRM and am hitting a snag. I have some Accounts that are linked to multiple Deals. (Ex: Client Account ‘A’ is asking for 3 separate projects from my company at the same time).
On the Accounts board, I can only add 1 Deal per Account. Surely I can add multiple deals to a large Account, right?
The consequence is that on the Deals board, only 1 Deal (under Active Deals) will show for the connected Account. Therefore, I can’t add more deals, and can’t get a full picture of the total Deal Value under Deals Won.
My team is on the Standard membership… I can’t believe this would be a limitation of my subscription plan.
I’m sure there must be a simple solution - Any advice is greatly appreciated! Thank you community!