Leads Board Setup in monday.com CRM - Step By Step Tutorial Training for Beginners

This video is a step by step training guide for setting up your Leads board in monday.com CRM. It's not required but may be helpful to watch "Introduction to monday.com CRM (I'm in the process of making this)" before this one if you are not familiar with general monday.com functionality (what's a board, how to add a column, etc.). 00:00 Intro & Agenda 00:24 Brief Overview 01:10 How to add leads 01:55 Automate lead capture 07:30 Importing Leads (csv) 10:11 Item Creation Form 12:08 Lead Board Setup 19:24 Lead Journey 29:43 Additional Tips 31:43 Email Integration 35:21 Learn More To learn more or looking for help with monday.com? Check out our website: https://www.processflowpros.com/ Free monday.com CRM Trial: https://try.monday.com/free-trial-processflowpros This video was made with Tella! Click here for 30% off Tella forever: https://tella.tv/?via=processflowpros Disclaimer: The free trial links above are affiliate links we receive commission from (at no cost to you) if you purchase a monday.com or Tella subscription. We appreciate your support and will continue making more educational videos like this one. #monday #mondaycrm #crm #crmservices #crmsolutions #workmanagement #sales #salestraining #leadautomation #leads #smb #enterprisesales #mondaysalescrm #mondayexpert #mondaytraining