Some issues

Platform discussions monday CRM
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I’m liking Monday CRM so far, it’s unique, very customizable…maybe too much to where I’m running into some issues that aren’t supposed to be issues.

I did a couple of Loom videos and asked customer service, they tried to help but there aren’t any real solutions, so I’m asking on here to maybe bring up some attention so it can be fixed.

3 problems I’m facing so far:

  1. Loom | Free Screen & Video Recording Software | Loom

  2. Loom | Free Screen & Video Recording Software | Loom

  3. Loom | Free Screen & Video Recording Software | Loom

If anyone has real solutions to these issues, let me know, I’d appreciate it.

Thanks,

2

Hello @Khanh82 ,

Welcome to the monday community! :muscle:

Regarding your questions :

  1. While I did not see the automation you have set up to create the lead as a contact in your contacts boards, I assume it is most likely when item is created. So you need to change the trigger. For example, a status or a button column that you change/click after you have inputted all of the information to create the item in the contacts board. Don’t forget to map all of the information!

  2. You cannot really get a warning before deleting info. You would need to restrict the editing rights on the contacts board.

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If you do not want to do that, information can be recovered from the trash section (stays there for 30 days), or looking at the activity log.

  1. On the customers board that is already connected with the deals board, you would need to create a mirror column showcasing the Deal Value column from the deals board. The amount there would me shown cumulatively.

I hope I answered all of your questions! Seeing as you are just starting using the platform, I think you could certainly benefit from some professional assistance if you desire so! You can schedule an initial free consultation with us here or contact us at info@thespelas.com .

Best,
Giannis, Implementation Consultant at thespelas.com