Leads Board Setup for Beginners - Step by Step Tutorial

Introduction

Setting up your CRM requires some planning and if you have limited experience with the software, can be challenging. I created this video to help lighten the load a bit. I go through setting up the Leads board Step by Step. I go through some of the features a little quick so some understanding of monday.com is helpful but not required.

Watch the video and read below for more details.

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