Topics tagged crm

Topic	Replies	Views	Activity
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	54	October 17, 2025
Quotes and Invoices Feature requests crm	0	3	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	2	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	4	October 3, 2025
Conditional Change Status Question/Troubleshooting Special workflows & use cases columns , crm	3	9	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	5640	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	4	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	1	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	6449	September 10, 2025
Monday CRM - Templates Platform discussions crm , question , monday-crm	2	25	September 2, 2025
Lost all my connections on importing excell monday CRM crm , excel , question	1	5	September 2, 2025
Offline Mode on CRM App monday CRM crm , offline , mobile , app	0	5	August 29, 2025
Mass Email Tracking Export/Report Platform discussions crm , email , emails-and-activities	3	50	August 29, 2025
Monday CRM Implementation Step by step Guide monday CRM crm , implementation , monday-crm	2	8	August 27, 2025
Do you use monday for real estate asset or work order management? Platform discussions crm , real-estate , monday-service	2	22	August 27, 2025
CRM Multiple Workspace Connections Feature requests connect-boards , crm	2	6	August 27, 2025
Multiple Email Addresses for a CRM Contact Feature requests crm , monday-crm	0	11	August 27, 2025
Viewing Related Contacts Under Company Profiles Platform discussions columns , dashboards , crm	1	5	August 25, 2025
Viewing Related Contacts Under Company Profiles Platform discussions columns , crm , boards , item	1	6	August 22, 2025
CRM Activity & Pre-Planning - Mobile App Edits Platform discussions crm , emails-and-activities , question , monday-crm	3	7	August 22, 2025