How to Setup monday CRM: Step-by-Step Complete Tutorial

Written By Charlie F

Introduction

Just getting started with monday.com CRM? Or, thinking about switching CRMs and want to see how monday actually works in practice? In this video, I walk you through a complete monday CRM setup from scratch, step by step. We cover everything you need to go from a blank CRM to a fully connected system for leads, contacts, deals, accounts, and automations.

What you’ll learn:

  • How monday CRM is structured (leads, contacts, deals & accounts)

  • Building a lead intake form

  • Setting up lead attribution (Google, LinkedIn, referrals, etc.)

  • Creating essential CRM columns the right way

  • Automating lead → contact → deal → account creation

  • Using item IDs to sync data across boards

  • Setting up follow-up tracking & email activity logging

  • Organizing pipelines with groups, stages & automations

  • Permission settings & column restrictions

  • How to avoid common monday CRM setup mistakes

👉 Watch the video to learn more.

monday.com CRM setup: Complete Guide for Beginners

If you’re interested in building more advanced workflows or automations, feel free to reach out.

To learn more, book a free consultation today! Try monday.com for free

Charlie F
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monday.com Connect Board and Mirror Columns: How to setup & Automate