I’m getting started with implementing Monday CRM and was wondering if there’s a step-by-step guide to ensure I cover everything needed before rolling it out to my team.
For those who’ve gone through the onboarding process, could you share your experience and any resources you found especially helpful?
Definitely check out the academy that Anish linked. Also check out monday’s CRM articles. There’s not really a ‘checklist’ as each implementation is going to be different based on your use case.