Topics tagged crm

Topic	Replies	Views	Activity
Contact CRM Full Name to Formula Cell Platform discussions columns , crm , formula , question	1	31	April 26, 2024
Include CRM Contact in CRM Account Activity monday sales CRM crm , item , emails-and-activities	8	39	April 25, 2024
Activities automation doesn't work with variables, but it does with hardcoded values monday sales CRM automations , crm	4	232	April 25, 2024
Give us feedback on the next big CRM Feature! monday sales CRM crm , monday-sales-crm , emails-and-activities	4	1079	April 23, 2024
Using my work on CRM Mobile App Platform discussions crm , mobile	0	68	April 19, 2024
Import into Dropdown Columns Feature requests crm , dropdown , import , excel	6	468	April 19, 2024
Client portal abilities? monday apps & integrations integrations , crm , question	8	1936	April 19, 2024
Two-way integration with Constant Contact Feature requests integrations , crm	2	999	April 16, 2024
CRM - automated emails come in but when I go to view the email it says Private email Platform discussions automations , crm , email	2	93	April 16, 2024
Monday's slow page load and similar rendering issues monday sales CRM connect-boards , crm , boards , ux-ui	14	4325	April 11, 2024
CRM Manage Duplicates Emails & Activities Feature requests crm , duplication , monday-sales-crm , emails-and-activities , sales-crm	0	50	April 11, 2024
Goals-Beta Widget Not Filtering! Feature requests dashboards , crm , ux-ui , chart , widget , developer	0	74	April 4, 2024
Create a contact in CRM from outlook email received monday apps & integrations crm , email , outlook	5	194	April 3, 2024
Join our closed alpha testing for a new caller feature in the monday sales CRM! monday sales CRM crm , monday-sales-crm , sales-crm	1	127	April 3, 2024
Work Os y CRM Platform discussions crm , sales-crm	1	103	April 2, 2024
Error with Sales CRM connected Contacts Platform discussions columns , connect-boards , crm , templates , monday-sales-crm	2	222	April 1, 2024
New QuickBooks invoicing app! monday apps & integrations crm , project-management , app	1	576	March 30, 2024
Would love ability to fix column width for views Feature requests columns , crm , board-views	3	3059	March 29, 2024
Conditional Status Changes - allow ability to check for File column Feature requests crm , monday-sales-crm	0	95	March 26, 2024
Ability to duplicate core Sales CRM boards and Columns Feature requests crm , monday-sales-crm	1	528	March 26, 2024
Linking items across workspace and Sales CRM Platform discussions crm , monday-sales-crm	1	112	March 25, 2024
Question/Request - Documentation/Best Practices for Importing CRM data and automatically connecting items between the CRM Core boards (leads/contacts/accounts/opportunities) Platform discussions connect-boards , crm , boards , import , link	0	121	March 19, 2024
Connecting multiple items to an item - CRM issue monday sales CRM connect-boards , crm , monday-sales-crm	7	1151	March 18, 2024
Contacts associated to multiple accounts with multiple job titles Platform discussions crm	2	143	March 18, 2024
How to show/highlight Leads without open Activities Special workflows & use cases integrations , crm , formula	1	125	March 14, 2024
Log Google Calendar Event in Monday Activity as meeting Feature requests integrations , automations , crm , calendar	0	113	March 13, 2024
Upcoming webinar: Power up your Customer Relationships with Monday CRM monday sales CRM integrations , crm , formula , webinar , demo	1	201	March 13, 2024
Composing emails in Outlook Platform discussions crm , question	1	126	March 12, 2024
Sales CRM - See next activity in Deals Platform discussions crm , question	1	256	March 12, 2024
Introducción al CRM de ventas de monday.com Community events crm , event , monday-sales-crm , community-event , sales-crm	0	195	March 4, 2024