Hi everyone,
Pretty new here and I’ve started to use monday.com as a CRM but have a specific question.
We have multiple sources of leads - Architecture firms, Developers, Builders etc. We pitch our services to them with the goal of being brought on to specific projects. I want to be able to associate specific projects with specific leads - Architecture firms, Developers, Builders etc. to ensure that we can manage the web of connections. I also want to be able to click on a specific Architecture firm and see what projects they are associated with.
Any help much appreciated.
Cheers,
A