I’m new to Monday.com so I have started with the CRM template and have been trying some things out, creating my own boards, etc.
What I would like to do is link contacts to companies and also accounts so that I can view the data for any of the 3 places and they are linked.
Just to set the scene and explain the terminology I’m using, in our business a contact is a person, a company is a business that multiple contacts may work for, and as some of the companies may be leads and are not yet customers, an account is a company that is also a customer.
So let’s imagine that I have the following contacts:
The contacts board has a column linked to the company board that allows me to select the company (Disney) for each of them - perfect so far.
On the company board I have added a linked column to the contacts and expected that the Disney row would now show the 3 contacts, but it doesn’t.
Where am I going wrong?