By the end of this workshop you'll have a simple, working CRM inside monday.com: a Contacts board holding every lead, and a Deals board tracking each opportunity through your sales pipeline — connected to each other.
You'll cover:
Module 1 — Build the Contacts board
Store lead details in one place
Module 2 — Build the Deals pipeline
Track opportunities from New Lead to Closed Won
Module 3 — Automate follow-ups
Get notified when a deal goes stale