In this video, I walk through how to build lead and deal dashboards in monday CRM. The default sales dashboard is helpful but it does not include a lot of essential metrics especially lead attribution. Also, in order to get the proper lead data, you must have a similar setup as the one I created in this video:    • How to Setup monday CRM: Step-by-Step Comp...   Or, if you have lead attribution carried throughout the lead and deals boards, you should be all set. These dashboards will answer questions like... Where are your leads are coming from? How many leads are you getting each month? How much revenue are you actually closing? What’s sitting in your pipeline right now?

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.

In this guide, I’ll walk you step-by-step through how to set up the Aircall integration, configure call logging, create dispositions, sync contacts, and make sure everything flows perfectly between monday CRM and your phone system.

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monday.com Issue Tracking for manufacturing, operations and plant management.

monday.com Service Work Project Tracking - Skilled Trades, Maintenance, Electricians, Plumbers, HVAC

monday CRM Leads Board Setup - Step By Step Guide

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monday CRM Lead Automation