Lead database used on different boards. How to set up?


I’m looking for the right tutorials.

I have a DB of 3000 contacts that we will use in different boards. How do you select and copy your leads into different boards? Can this be in an automated way?

Is there a one to many relation where we can see per contact when they have been contacted in relation to the above?

Hey @FilipSkaut! Thanks for posting and welcome to the monday.com community! :blush:

Could you let me know what kind of database you currently have your contacts in? Have you tried importing them to monday.com via Excel?

What kind of one to many relation were you looking for exactly? I’d love to learn more to see if I can make any suggestions here.