Topics tagged crm

Topic	Replies	Views	Activity
Creation Forms - Drag & Drop Stopped Functioning Platform discussions crm , developer , item-card	1	2	August 4, 2025
Can you add more than one value to "Add value" field for Gmail integration? monday CRM integrations , crm	2	8	July 30, 2025
How can client emails be converted into CRM tasks in monday.com? Special workflows & use cases integrations , automations , crm , boards , email , question	0	5	July 30, 2025
Aircall and phone systems + Monday CRM Platform discussions crm	7	175	July 29, 2025
Dialpad + Monday CRM Special workflows & use cases crm	6	117	July 29, 2025
Ability to 'reply' to the email thread within Mobile App Feature requests crm , email , mobile , feature-requests , monday-crm	0	1	July 28, 2025
Monday CRM Webinar for Hiring, Recruiting, Human Resources Platform discussions automations , crm , webinar , question	0	3	July 28, 2025
Is anyone interested in a simple customer onboarding app? Platform discussions crm , app	5	29	July 23, 2025
Upcoming Webinar: How Hiring Teams Build Smarter Pipelines on monday CRM Platform discussions crm , webinar , monday-crm	0	8	July 22, 2025
Filter simultaneously both activities and emails on monday CRM Feature requests crm , emails-and-activities	0	6	July 21, 2025
Change the updates view from Full Screen to Half Screen (Similar to Work Management) Feature requests crm , mentions , checklists , updates , settings	1	26	July 18, 2025
Form to add client cant add account in form Platform discussions connect-boards , crm , question , workforms	5	15	July 14, 2025
Manage Duplicates Function Feature requests crm , phone	1	7	July 14, 2025
Sharing between CRM and Work Management monday CRM integrations , automations , connect-boards , crm , boards , link-items , mirror , recipe	2	161	July 9, 2025
Is there a way to create a mail with content based on missing columns monday CRM automations , crm , email , question	3	17	July 7, 2025
CRM and Service email best practices monday CRM crm , monday-service	1	22	June 30, 2025
accounts board setup - sub companies linked to their parent companies Platform discussions crm , question	1	6	June 27, 2025
Unsubscribe from mails functionality with Mass Mail for GDPR Feature requests crm , emails-and-activities	4	105	June 27, 2025
Managing event participation in CRM Platform discussions automations , crm , event , question , workforms	2	18	June 26, 2025
Automatically Flag Duplicates Feature requests crm , feature-requests	0	2	June 25, 2025
Grouping Columns and Collapsing in Main Table Feature requests columns , crm	0	5	June 20, 2025
More control on (custom) activities in E-mails and Activities Feature requests permissions , crm , emails-and-activities	0	8	June 16, 2025
How NGOs and Charity Teams Use Email Management in monday.com to Stay Organized and Responsive monday apps & integrations integrations , automations , columns , crm , email , project-management	0	16	June 12, 2025
Merge Duplicates Functionality Platform discussions crm	1	152	October 15, 2024
search trough all emails-and-activites Feature requests crm , search , emails-and-activities	1	17	June 8, 2025
Email and Activities Search filter and Item designation Feature requests crm , search , filter , emails-and-activities	1	634	June 8, 2025
Goals-Beta Widget Not Filtering! Feature requests dashboards , crm , ux-ui , chart , widget , developer	6	366	June 6, 2025
Label Change Conditions: Carry Over to New Board When Duplicating Feature requests crm , duplication , custom_automations	0	2	June 6, 2025
Do you use monday for real estate asset or work order management? Platform discussions crm , real-estate , monday-service	0	9	June 4, 2025
🚀 Automated Invoice Creation on Square Platform discussions integrations , automations , crm , api	2	55	June 2, 2025