Brand new to Monday.com. We are B2B. Setting up the CRM
When adding a new account, is there a way to add the billing address with the account record so that my sales reps don’t have to maintain a separate record outside of the platform?
I see on the quoting form it does a search on account records—but for the life in me I can’t figure out where to put that address on the record.
(Note that I found how to add the ‘location’ with some kind of mapping feature, but that doesn’t help when writing a quote or generating an invoice.)