Topics tagged crm

Topic	Replies	Views	Activity
Ability to import old emails and/or 'forward' emails to Monday.com Feature requests crm , email , emails-and-activities	4	136	November 14, 2025
Add "old" emails to the timeline of emails & activities within the CRM solution monday CRM crm , inbox , email , widget , monday-crm	8	1938	November 13, 2025
Launch Smarter: Getting Started with monday campaigns Community events crm , boards , webinar , monday-crm	0	5	November 13, 2025
Launch Smarter: Getting Started with monday campaigns Community events crm , boards , webinar , monday-crm	0	3	November 13, 2025
How to Import vCard Contacts to iCloud Platform discussions crm , files , import	1	7	November 6, 2025
Monday CRM Implementation Step by step Guide monday CRM crm , implementation , monday-crm	4	13	November 6, 2025
Monday CRM onboarding Essentials Community events crm , webinar , monday-crm	0	5	November 4, 2025
Monday CRM onboarding Essentials Community events crm , webinar , monday-crm	0	4	November 4, 2025
Web Clipper + Visual PDF Export for CRM/Product Boards Feature requests crm , boards , export , design	0	4	November 3, 2025
What is the best CRM workflow for multiple Products for a single Deal item? Special workflows & use cases columns , sub-tasks , crm , boards , item , subitems	8	58	October 17, 2025
Quotes and Invoices Feature requests crm	0	5	October 14, 2025
Quotes and Invoices Template Design Feature requests crm	0	2	October 14, 2025
Quotes and Invoice Template Feature requests crm	0	9	October 13, 2025
Display current local time based on location or time zone column Feature requests integrations , automations , columns , crm , formula , timezone	0	7	October 8, 2025
Using monday.com for real estate? Community events crm , subitems , event , project-management , partner-led	10	110	October 3, 2025
Search contacts in CRM using a comma separated list monday CRM crm , item , question	2	5	October 3, 2025
Conditional Change Status Question/Troubleshooting Special workflows & use cases columns , crm	3	11	October 3, 2025
Preserve Email Chain for Sequences Feature requests crm	1	4	October 3, 2025
Board specific Emails & Activities settings Feature requests crm , communication , email	7	5641	October 3, 2025
Has anyone here tried using third-party app stores alongside Monday.com integrations? Platform discussions crm	0	5	September 29, 2025
CRM and Service email best practices monday CRM crm , monday-service	2	31	September 19, 2025
Has anyone tried linking TikTok leads into Monday CRM alongside Aircall? Platform discussions crm	0	5	September 18, 2025
{IN-person event} Back to School with monday.com 🎓 Platform discussions crm , event , make , community-event , ai , monday-service	0	8	September 18, 2025
Emails & Activities and Deal association Feature requests crm , email , updates , filter , emails-and-activities , project-management	3	356	September 18, 2025
Managing event participation in CRM Platform discussions automations , crm , event , question , workforms	3	34	September 16, 2025
Increase Email Size Limit in monday.com CRM Feature requests crm , outlook , activity-log	0	2	September 15, 2025
Duplicate Boards Structure only in CRM Feature requests crm , boards	2	9	September 10, 2025
Monday's slow page load and similar rendering issues monday CRM connect-boards , crm , boards , ux-ui	26	6453	September 10, 2025
Monday CRM - Templates Platform discussions crm , question , monday-crm	2	27	September 2, 2025
Lost all my connections on importing excell monday CRM crm , excel , question	1	5	September 2, 2025