Importing contacts as accounts to mange sales pipeline for each

Feature feedback Automations & Integrations
#1

Hi,

I am new with Monday CRM, came from Sugar CRM.

In Sugar CRM we imported our clients/accounts and managed sales pipeline for each of them.
Is this posibble in Monday CRM or I have to open each client as a project?

#2

Hi, @JosipG - Yes, you can manage each lead or opportunity as a row in your sales pipeline board. Generally each client would only become a separate project board once it is a won deal or if you have a lot of presales activity that needs to be managed as a project (like an architecture firm might have, for instance).

~ Deb Cinkus, PMP
Certified monday․com Partner
CEO & Principal Consultant, Polished Geek

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