monday CRM onboarding Essentials

New to monday CRM? This webinar walks you through everything you need to start managing leads, tracking deals, and automating your sales process — all in one place. You’ll learn how to structure your workspace for clarity and momentum from day one. What you’ll learn: How to organize your leads and track your pipeline. How to automate follow-ups and routine tasks. How to use integrated email to stay on top of communication. How to get the most out of your CRM dashboard. Agenda: Intro to monday CRM and workspace structure. Building and managing your CRM board. Using email and automations to speed up your sales cycle. Tracking deals and measuring progress.