Monday Sales CRM: A Beginner's Guide to Managing Leads, Contacts, and Deals

Learn to master a powerful and customizable CRM platform in this comprehensive 31-minute tutorial. Navigate through essential features including lead management, contact organization, and deal tracking while discovering how to set up automated workflows and personalized email campaigns. Explore the platform's intuitive interface to create custom boards, fields, and automations that align with your unique sales process. Master collaboration tools that enable real-time team communication and deal tracking, while leveraging customizable reports and dashboards for data-driven decision making. From setting up your initial account to implementing advanced features like mass mailing and invoice generation, gain practical knowledge to streamline your sales pipeline, improve team coordination, and boost overall sales performance through hands-on demonstrations and step-by-step guidance.