Topics tagged crm

Topic	Replies	Views	Activity
Sales CRM - See next activity in Deals Platform discussions crm , question	1	310	March 12, 2024
Introducción al CRM de ventas de monday.com Community events crm , event , monday-sales-crm , community-event , sales-crm	0	216	March 4, 2024
Automate Quote Generation from the Quote & Invoices tab in the CRM Feature requests automations , crm	0	177	March 4, 2024
Company data monday apps & integrations integrations , crm , api , question	1	198	March 3, 2024
Best practises for Monday CRM when dividing a Opportunity across several services/products Platform discussions crm , subitems , monday-sales-crm	5	518	February 15, 2024
Darshan Hiranandani : How do CRM systems integrate with other business tools and software? monday sales CRM crm	2	267	February 28, 2024
Automatically set 'Next action date' based on next activity date monday sales CRM crm , monday-sales-crm	6	308	February 28, 2024
How to properly integrate Google Calendar and Monday monday sales CRM automations , columns , crm , item , calendar , question	3	3727	February 27, 2024
Need help syncing my Gmail contacts with my monday.com contacts Platform discussions crm , email , gmail	9	11586	February 26, 2024
Online Event: Make your CRM work for you, not the other way around Community events crm , monday-sales-crm	0	272	February 22, 2024
Location Import and Sorting Feature requests crm	8	3781	February 22, 2024
CRM Template - Connect Board columns w/ Secondary Info Feature requests columns , connect-boards , crm , feature-requests	0	240	February 21, 2024
Emails & Activities and Deal association Feature requests crm , email , updates , filter , emails-and-activities , project-management	0	206	February 18, 2024
Access Emails & Activities from within subitems Feature requests crm , email , updates , subitems , my-work	0	208	February 18, 2024
Using Excel Xlookup formula in monday Feature requests columns , crm , boards , item , formula , excel	0	298	February 6, 2024
Can't find out How to Add the Sales CRM to my Pro Account? Platform discussions crm	19	3518	February 5, 2024
When activity created in emails & activities-automation Special workflows & use cases automations , columns , crm	1	307	February 2, 2024
Salesforce LMS Platform discussions integrations , automations , crm	2	399	January 24, 2024
Why is the "native" Core CRM columns "Connected Deals to the account" not functioning? Platform discussions crm	1	276	January 23, 2024
Multiple Email Signature Feature requests crm , email , emails-and-activities	1	1044	January 22, 2024
Introduction to monday CRM A/NZ webinar Tue 23 Jan 2pm AEDT Community events crm , webinar , monday-sales-crm	1	338	January 19, 2024
Imported Activities showing in Emails & Activities view monday sales CRM crm , emails-and-activities	1	389	January 16, 2024
Anyone having troubles setting the required field on WorkForms? monday sales CRM columns , forms , crm , boards , apps , project-management	4	521	January 15, 2024
CRM - Mobile Sorting Platform discussions crm , mobile	8	519	January 15, 2024
App to integrate with Cloze CRM Feature requests integrations , crm	0	313	December 21, 2023
Email and Activities Search filter and Item designation Feature requests crm , search , filter , emails-and-activities	0	360	December 21, 2023
Add "old" emails to the timeline of emails & activities within the CRM solution monday sales CRM crm , inbox , email , widget , monday-sales-crm	7	1352	December 18, 2023
CRM Product Pipeline View monday sales CRM crm , board-views	2	355	December 15, 2023
CRM for CPG Company Special workflows & use cases crm	1	417	December 11, 2023
Duplicating Monday Sales CRM Core Boards (Deals, Leads, Contacts, Accounts and Activities) monday sales CRM crm , monday-sales-crm	1	696	December 6, 2023