Lead Management on monday.com

Manage your leads and their latest updates efficiently and openly with the rest of your team! The platform was created for companies and people to work together, collaborate, create transparency and visibility; most importantly it is endlessly customizable. With that, you can easily customize monday.com to support your team's lead management.  

How to build a board for lead management? 

  • Check monday.com stories
    Check out this monday.com story that a monday.com user created to manage their sales process, and add it directly to your board. mceclip0.png

    Use our lead management template

    Here, we’ve used the lead management template, that you can find in our template library, to keep track of our current leads.

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Customize your board

We’ve organized our board into groups to categorize our clients on our board by whether or not they’ve been assigned to a sales representative yet. Each item, under the group, is the name of our client. 

With over 20 different column types, there’s really no limit to how you can customize your board to fit your team’s needs.

People Column: Each lead can be assigned to a sales representative. This column helps to provide transparency on who is taking care of what. 

Status Column: By adding multiple status columns and customizing the labels, you're able to track each stage the lead goes through! Remember, add and edit labels to fit your needs! 

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Numbers Column: The deal size of each lead can be tracked here, which your team can use to determine how to prioritize leads.
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  •  Automatically inform your team when a deal is closed
    Using automations, we can create automatic notifications to let our team know when we've won a deal! This way, each time a leads been won and the contracts been approved the team will be informed, so they can celebrate accordingly! 
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    monday.com as a CRM

    In addition to managing your leads on monday.com, you can also build a board to function as a CRM. Use our bright and colorful status columns to visually present the status of ongoing leads to ensure you and your team are up to date on where in the sales process each lead is at and much more. Want to learn more about how to use monday.com as a CRM? Check out this video 

    Create a sales pipelines

    To go along with your CRM and Lead Manager on monday.com, you can also build sales pipeline and use our bright and colorful status columns to visually present the status of ongoing leads to ensure you and your team are up to date on the life cycle of every client, keep all of your client information in one centralized place and much more. Want to learn more about how to use monday.com for your Sales Pipeline? Check out this video