Setting up Templates for CRM - Pro Plan

We have Work OS (project) and are getting started with Sales CRM - Pro Plan. When I searched on the Templates all I saw was CRM Basic and CRM Enterprise. Where do I download the Sales CRM - Pro Plan templates so I can see what board templates and functionality we have access to?

Hi @MRC-Fridays-1960!

If you’ve purchased the CRM product, you should have access to the custom templates via the template store - specifically under the monday sales CRM section:

Is this not the case on your end?

Yes, now we have the CRM. It was not provisioned previously and it was not labeled CRM Pro Plan so I wasn’t sure if that was the licenses we had or something else.




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Glad you got this sorted! :+1:

Thanks Bianca.

Executive Producer

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