We are a 100% residential outdoor living company, i.e. pools, decks, patios, etc. I’ve been using Work Management for the last 3 years or so, which would include our Sales Pipeline. As I am getting ready to use Monday CRM need some perspective on the Accounts board. Since we only work with homeowners I feel there is not a need for us to use that Accounts Board to store company info, but not using the CRM was curious about any perspective on this in my situation. We work with essentially one client (homeowner) with at the most two points of contact (spouses).
Furthermore, if I remove that board from my workspace will that create some other issue based on things are already connected together?
If you feel that the Accounts board is not necessary for your residential outdoor living company, you can remove it without causing issues to other connected boards.
However, it’s important to ensure that no automations or dependencies are linked to the Accounts board before removing it.
Hello Bill, The Accounts board is updated automatically through automations in CRM and is useful to check if the company is an existing company that you ever reached out to in the past, so as to give the indication to sales person that reach out was already done to this company. It is useful and ideally should be retained. No data needs to be added to board in your case, so it can be there as read only board, in a separate folder, without disturbing the remaining needed boards. Hope this helps.