Hi.
I am a brand new Monday.com user. I imported my contacts from an Excel sheet into the contact boards. I made a separate board for each state’s contacts.
How do I duplicate that into a CRM board?
Hi @LongbournTrading ,
Welcome to the monday community!
If I understand correctly, I believe you are looking to essentially create another board that has the structure and features of the Contacts template board.
You would need to create it again from the CRM templates
There are however as you have possibly already seen some limitations regarding how you can interact with Premade CRM templates, so I would advise if convenient for you to include these contacts in the same Contacts board you already have.
Please let me know if I can help in any other way.
Best Regards,
Giannis, Implementation Consultant at thespelas.com
Hi Giannis,
Thank you for responding. I was thinking that if I created contact boards, there was a function to replicate those boards onto a CRM board. That does not look to be the case.
I appreciate your help, and will keep you contact info to ask other questions if that is okay with you.
Mike