Hi there, I am in the process of moving client data from Salesforce to Monday Sales CRM. Many of the contacts are associated to different companies - this is no issue but what I am seeking insight/advice on is how do you record their 2nd, 3rd and 4th Job Titles? As in many cases they maybe a Ops Director for their primary company but then may hold a position of CEO or Company Secretary at another company they work for… Any help/feedback greatly appreciated.
Hey Wayne,
Are you trying to set this up via columns in your contacts board? Depending on how your board is set up, could you utilise dropdown column to list their job titles? You could even take advantage of subitems to list their job titles, however this would depend in how you’re looking to use this information/integrate it into your workflow!
Thanks Bianca - all good
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