I am new to Monday and trying to structure a workspace with the following functionalities:
I need to be able to pull lists of past advertisers by program and track interest/communications from initial email to approved copy.
I’ve been doing so in a spreadsheet by using the search functions, but this is super clunky and does not allow me to generate base call lists. It seems that Monday should have the functionality to do this, and allow me to tag contacts with the names of publications so I can generate a call list and workspace to track progress by pub.
I’m used to A Different CRM that my company will not spring for, and I am the only rep at my org so I don’t need to track others’ progress or make sure we’re not overlapping.
Any help would be fantastic.