One of the best ways to keep your sales pipeline flowing in the right direction is to make sure that your contacts are right at your fingertips, properly cataloged, and integrated with the rest of your workflow. With monday.com and our team's expert tips, that's never been easier!
Read on to learn more about the best way to begin sorting your contacts when using monday.com as your CRM. Let's dive in!
Create your Contacts board
To get started, set up a Contacts board. You can use the board from our CRM template or set up your own from scratch. On your Contacts boards, you can keep a record of all the information you need to stay in touch with your current and potential clients.
If you're starting from scratch, begin by creating a column for the following data points: email, phone, title, company, and location. Then, you can adjust the board to include any other data that you collect from your leads. If you're using monday as your CRM, we also recommend adding a Connect Boards Column for the contact's account and an additional Connect Boards Column for any deals that you may later want to attach to your contact.
Groups are a great way to split your board's information into specific categories. In this example, we've split our CRM board into three categories:
- New - contacts who have just opened a trial account but haven't made a purchase yet
- Active - our active and paying customers
- Former - contacts who we are not currently working with
Import your leads
You likely have a leads board as well. If not, you can always create one using our Manage your leads with monday.com article as a guide. Because your contacts will likely come directly from your leads, your leads board and your contacts board should work together.
Once you have your board set up, you'll need to add or import your leads. Here are a few of our favorite ways to add or import leads:
- They can be added manually, one item at a time.
- They can be added automatically using a monday form.
- They can be added automatically through integrations with Facebook, Pipedrive, Hubspot, or other tools.
- They can be imported from tools like Excel or Google Sheets.
You can find detailed instructions on different ways to import your leads using our How to import your leads to monday.com article. This is a great resource!
A few of our tips for managing your leads with monday.com, can be found in the Manage your leads with monday.com article.
Create a contact
There are two ways to create a contact. You can generate contacts from your leads board or you can add a contact manually.
Generate from your Leads board
Once a new lead has populated your Leads board, you can easily add it to your Contacts board. If you're using the CRM templates provided by monday.com, it's as easy as clicking the "Move to contacts" button in the "Create a contact" column on your Leads board.
If you'd like to make any changes to how this button works or where it creates a new contact, hover next to the column header and click on the three-dot menu. Open the "Settings" and click on "Customize Button column" to make changes. You'll see the automation that the button triggers. If you want to edit it, click on the pencil:
As the automation indicates, by default the item will be moved from your Leads board to your Contacts board.
You and your team can add a contact manually. When you add a contact to your board manually, you can set up the board to populate a form with required fields for your team to fill out.
To enable the ability to create a new contact using a form, open the three-dot menu in the upper right hand corner of your board. Go to your "Board settings" and select "Enable item creation form":
To edit your form, open the form by creating a new item. Then, select the pencil icon:
You can choose:
- which fields are shown
- the order that the fields are shown in
- and which fields are mandatory
Mandatory fields will be marked with a red asterik. When the form is enabled, it isn't possible to create a new item in the usual way, by typing into a column's field on your board.
You can use a form to create new items on any board, but it's especially helpful when manually creating a new contact! This feature is only available on monday sales CRM.
Connect to an account
Once a new contact is created, you can link it to its relevant account on the Accounts board thanks to the Connect Boards Column:
You can select the account associated with the new contact by clicking on the space in the Account column next to your contact's name. This will open up a menu that you can browse to find the correct account.
From the Accounts board, you will be able to see how many contacts are associated with each company.
Send and receive emails
To communicate better with your contacts, use the Emails & Activities app. With this app, your team can manage hundreds of client or customer relationships within monday.com! Send and receive emails, capture meeting notes, events, and more. Then view it all in one timeline.
Keeping your communication centralized means that your team will spend less time tracking down the details for every interaction.
Track your contacts' activities
Since client relationships are more than just emails, the Emails & Activities app gives you the power to keep track of CRM activities too. From meetings to calls and more, log each interaction to see a full timeline of events in one concise view.
Each activity created will automatically be added to the Activities board. With all activities on one board, you can keep track of what's coming up and create reports.
Overview of your contacts' data
At monday.com, we love making your life easier. That's why we created The Item Card. If you click on any of your contacts, you will see everything you need to know in one easy-to-navigate view!
On the Item Card, we've combined various widgets allowing you to see all aspects of your customer's information in one place:
- The Information Widget displays every column on your board in an easy-to-digest card.
- With the Emails & Activities Widget, you can manage all of your communication, meetings, and notes.
- The Connected Boards Widget allows you to display data from other boards on the card without switching back and forth between boards or tabs.
Managing your information has never been easier! For more information on setting up The Item Card, check out The Item Card article.
Our automations allow you to automate and streamline your workflow. The options are nearly limitless and increasing all the time. You can read more about our automations in the monday.com Automations article.
Our suggestion? Add automations to get notified! You can create an automation that will notify you every time a new lead is added to the board or every time a new contact is created.
Once notified, you can go ahead and assign that new lead to a sales representative or move them straight to the contacts board and manage them from there.
From lead capture to generating invoices when the deal is done, we've got you covered! To learn more about how you can work with your contacts and clients using monday sales CRM, check out our Get started with monday sales CRM article.
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.