Hi,
I have a client who is primary use Monday at the mobile app at his daily work, managing his leads.
Our plan was to provide him the option to issues order documents directly from Monday (I set it up using Integromat and Google docs temple module).
Every task is a lead and the subitems are products that the lead wishes to buy. The product columns are connected to a products’ database board, using linked columns, so the Monday user can perform a search and get the relevant product for the lead from the database.
The main issue is that linked columns are disabled at the mobile app so basically, my client can’t use Monday at all for this process.
I was wondering if you might have any creative idea of how we can execute this prosses - perform a product search and add it to the lead’s list of products, using the mobile app.
Thanks,
Lizzie