eCRM makes monday.com even more powerful and multifaceted by allowing you to manage customer interactions and sales from your account. eCRM easily tracks deals, interactions, and prospects all from a dashboard.
Improve existing relationships and acquire new customers sooner. Our easy-to-use tool is available as an app widget to be used with our eCRM template folder.
If you didn’t select these modules on initial setup the connection between them will be missing. Not to worry this can be fixed! If you go to the tasks and meetings boards from the template there are connect board columns. You will need to connect the right module to each column for leads, accounts, contacts, and deals by going to the column settings and selecting them.
Certain column types do not allow for changes to be made inside of a widget. They include: Location, Progress bar, Auto Number, Item ID, Last Updated, Creation Log, Formula, and File columns. We suggest using an alternate at this time, such as text, if you would like to add or adjust information in the widget.