We are a very small nonprofit just signed up with Monday. I am very familiar with a number of CRM’s and I am having difficulty finding very basic set up information for accounts and contacts - looking for some direction on where to look - and in addition to videos are there any written manuals to allow review if there are questions
Thanks
Hi @Lorna - if you go into the templates center you should find some basic CRM templates to help you out. monday also has a CRM product (add on to your license at additional cost) which has more robust templates. However you can create a fully functioning CRM in standard Work Management.
Here is some more info on the monday CRM product: The sales CRM software that’s fully customizable | monday.com
If you need a hand in building out further feel free to reach out to us any time.
Mark
1 Like
Hey @Lorna,
Just to add to @mark.anley comments, (incase you haven’t come across it already) you might find this article useful when looking for ways to structure/manage contacts and accounts in the platform - https://support.monday.com/hc/en-us/articles/115005311909-Manage-your-CRM-contacts 