In this Monday.com tutorial for beginners, I share how to initially set up your Monday.com CRM
Monday.com is a leading project management software that offers an awesome CRM solution for small business owners.
You can get started with Monday for free here:
*IMPORTANT: The link above is an affiliate link, which means that if you upgrade to a paid plan through this link we will receive a commission. This helps fund our channel, and we thank you in advance!
Here are the chapters we are covering in this video:
0:50 Choosing a CRM template
1:40 Basic Setup of CRM and Customization
3:30 Important considerations
4:02 How to add a column
5:06 What do if they don’t have the column you need?
6:00 Summary of different column options?
6:55 Add files
7:13 Update a lead and view history
Keywords: #monday.com #leads #crm #realestate #kvcore