Whether you collect all of your leads manually, via a single form, or from several channels, you can aggregate them all in your monday CRM Leads board. From there, track potential, progress, and conversion all in one place. 🤝

Read on to learn more!

 

Understanding your board

To get started, let's get to know your Leads board. Your Leads board is organized as a directory for all of your incoming leads. Each item in your board is a lead.

There are three groups on the board:

• New Leads
• Qualified Leads
• and Disqualified

You can choose to maintain these groups or you can add or remove groups as needed. 

Your Leads board has 15 columns. These columns will help you organize all of your leads' relevant details. You'll see the name of your lead first. Following the name of your lead, from left to right, you'll see the following columns:

• Owner
• Status
• Indications
• Company Name
• Lead score
• Email
• Title
• Specific role
• Region
• Phone
• Location
• Estimate Employees
• Estimated Licenses
• Last update
• Comments

The following sections detail the benefits of these columns. To learn more about a specific column, click the hyperlink to view the relevant section.

 

Columns for management

These columns make it easier for you to see who is managing a lead, where the lead stands, and the last time the lead and the owner interacted. The "Comments" column is an easy way for an SDR or other teammate to leave relevant notes about a lead. Read on to learn more about these columns.

 

Owner

Type: People Column

Purpose: Use this column to assign the team member who is responsible for the lead. This column helps with accountability. 

 

Status

Type: Status Column

Purpose: This column has four default labels--

• New Lead
• Attempted to contact
• Contacted
• Qualified
• and Unqualified

Use this column to indicate whether or not the lead has been contacted and qualified.

 

Last update

Type: Date Column

Purpose: This column indicates the date that the Owner most recently interacted with the lead. This column is updated via automation. When an email or activity is created in Emails & Activities, the "Last update" column will be updated to the current day.

 

Comments

Type: Text column

Purpose: This column allows you and your team to list any relevant details about a lead or the budding relationship thus far.

 

Columns for connecting

These columns make connecting with your leads easier.

 

Email

Type: Email Column

Purpose: This column lists the lead's email address. Click on the email address to launch Emails & Activities to email your contact.

 

Region

Type: Status Column

Purpose: This column indicates the region where the lead works. This is helpful in determining timezone and when it's best to make contact. You can also use this column to consider interests and relevant products for the lead.

 

Phone

Type: Phone Column

Purpose: This column lists the lead's phone number. Click the phone number to open your device's default call app. 

 

Location

Type: Location Column

Purpose: This column indicate's the lead's location-- city, state, province, or country. The information in this column is also helpful for determining timezone, as well as relevant products and services for the lead.

 

Columns to empower your team

The information in these columns will empower your team to make informed introductions, form stronger connections, and convert leads.

 

Indications

Type: Formula Column

Purpose: This column combines a formula and conditional coloring to automatically classify your leads. When a new lead is added to the board, this column scans the board for "Duplicated leads" based on the lead's email address and company, as well as for "Existing accounts" based on an existing item in the Accounts board. The "Indications" column can output the following--

• "Duplicated lead". This is based on the lead's email or company.
• "Existing account". This will be shown when an account for the lead already exists in the Accounts board.
• "--". This is for all leads who are unique.

 

Company Name

Type: Text Column

Purpose: This column lists the name of the lead's company.

 

Lead score

Type: Formula Column

Purpose: This column combines a formula and conditional coloring to give the lead a score. The score is based on the title of the lead, the number of employees in the lead's company, and the number of licenses that the lead indicated interest in obtaining. Based on these factors, the score will show you and your team where to focus your energy for the greatest impact. The higher the score, the greater potential return.

 

Title

Type: Status Column

Purpose: This column shows the seniority level of the lead. The 5 options are--

• C Level
• VP
• Director
• Manager
• Team Member

 

Specific role

Type: Text Column

Purpose: This column shows the lead's specific title.

 

Estimated Employees

Type: Numbers column

Purpose: This column indicates the total number of employees at the lead's company. This helps to indicate the current or eventual deal potential.

 

Estimated Licenses

Type: Numbers column

Purpose: This column lists the number of licenses that the lead is interested in purchasing.

 

Automate your lead management

Your Leads board comes equipped with 16 automations that keep you on track. These automations allow you to automatically maintain various processes. Some of these processes include:

• sorting leads by qualification
• creating items on other CRM boards to seamlessly move leads through deals
• connecting items on other CRM boards to make sure your team has all the information
• managing and eliminating duplicate leads

To learn what a specific automation does, take a look at its "Description":

To learn more about how to manage your automations, take a look at the "Managing your automations" article.

 

Import your leads

Using WorkForms

To help you get started collecting leads on your board, we've integrated WorkForms.

The form is accessible to anyone with a link. When a lead's information is submitted, an item is created on the board. To learn more about WorkForms, take a look at the "All about monday WorkForms" article.

 

Other options

There are several additional options for importing leads. They include:

• Facebook Ads Integration
• Hubspot Integration
• PipeDrive Integration
• Copper Integration
• Salesforce Integration
• Import from Excel
• Add items in batches by copying and pasting from another source
  

For more detailed instructions on importing leads, take a look at the "How to import your leads to monday.com" article.

 

Enrich your lead's data

Depending on how you collect leads, you may benefit from using the monday CRM Data enrichment app. This app allows you to supplement the information your lead submits with additional information pulled from Crunchbase.

You can learn more about the Data enrichment app in the "monday CRM Data enrichment app" article.

 

Merge duplicates

Duplicates happen! Especially when working with other team members on a shared board. While there's an automation on your board to field incoming items for duplicates, your Leads board has a built in feature that you can manually apply at any time:

You can choose any column on your board to reference for duplicates-- the Company column, the Email column, Phone column, etc. To learn how to use this feature, take a look at the "Manage duplicates" article.

 

Email your leads

You can email any lead on your board by clicking on an email address in the Email Column. This will open Emails & Activities. Emails & Activities integrates with your email host to allow you to send and receive emails within your Leads board.

You can draft an email from scratch, use a template created by you or your teammate, or use monday AI to compose an email. You can review all correspondence with your leads within Emails & Activities on your Leads board.

To see the app in action, take a look at our monday sales CRM overview video.

 

Track activities and events

Keeping track of all activities and events in the same timeline as your emails with leads can make the difference when it comes to conversion. Document meetings, calls, call summaries, notes, and more in Emails & Activities on your Leads board.

To learn more about logging activities, check out the "Emails & Activities: manage your activities" article.

 

Analyze incoming leads

The Leads board has a built in dashboard to analyze your incoming leads.

By default, the board shows three widgets:

• Pie chart. The breakdown, by percentage, of how many leads are new, qualified, and disqualified.
• Pie chart. The breakdown, by percentage, of the high level role/titles of your leads
• Stacked graph. Leads per region and the status of all leads within a region.

 

Add charts

You have the option to add additional charts. The following charts are available to use with the Chart View:

• Pie chart
• Bar graph
• Line graph
• Stacked graph

You can learn more about the types of charts available to you in the "The Chart View and Widget" article.

 

Add more widgets

You can further customize this dashboard by adding and removing other widgets as needed. This includes battery widgets, workload widgets, calendar widgets, and many more.

To learn more about the widgets available to use, check out the "The board views" article. Most views listed in this article are available as widgets as well.

 

 

 

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.