{"id":33237,"date":"2024-12-13T13:34:13","date_gmt":"2024-12-13T13:34:13","guid":{"rendered":"https:\/\/fahimai.com\/?p=33237"},"modified":"2026-08-11T11:02:05","modified_gmt":"2026-08-11T08:02:05","slug":"how-to-use-monday-crm","status":"publish","type":"post","link":"https:\/\/www.fahimai.com\/de\/how-to-use-monday-crm","title":{"rendered":"So nutzen Sie Monday CRM: Vollst\u00e4ndiger Funktionsleitfaden (2026)"},"content":{"rendered":"\n<h2 id='quick-start'  id=\"boomdevs_1\" class=\"wp-block-heading\">Quick Start<\/h2>\n\n\n\n<div class=\"wp-block-group quick-start-logo is-layout-flow wp-block-group-is-layout-flow\"><style>.kb-image134222_7948a3-bf.kb-image-is-ratio-size, .kb-image134222_7948a3-bf .kb-image-is-ratio-size{max-width:350px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image134222_7948a3-bf.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image134222_7948a3-bf .kb-image-is-ratio-size{align-self:unset;}.kb-image134222_7948a3-bf figure{max-width:350px;}.kb-image134222_7948a3-bf .image-is-svg, .kb-image134222_7948a3-bf .image-is-svg img{width:100%;}.kb-image134222_7948a3-bf .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image134222_7948a3-bf\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/12\/CTA.png\" alt=\"\" class=\"kb-img wp-image-28570\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/12\/CTA.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/12\/CTA-480x480.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure><\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>This guide covers every Monday CRM feature:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#getting-started-with-monday-crm\">Getting Started<\/a> \u2014 Create your account and enable the CRM workspace<\/li>\n\n\n\n<li><a href=\"#how-to-use-monday-crm-contact-management\">How to Use Contact Management<\/a> \u2014 Keep every contact, client, and company record in the same place<\/li>\n\n\n\n<li><a href=\"#how-to-use-monday-crm-sales-pipeline\">How to Use Sales Pipeline<\/a> \u2014 Track every deal through each stage of your sales process<\/li>\n\n\n\n<li><a href=\"#how-to-use-monday-crm-automations\">How to Use Automations<\/a> \u2014 Automate repetitive follow-ups so nothing falls through the cracks<\/li>\n\n\n\n<li><a href=\"#how-to-use-monday-crm-monday-work-management\">How to Use Monday Work Management<\/a> \u2014 Turn closed deals into live project boards without retyping data<\/li>\n\n\n\n<li><a href=\"#how-to-use-monday-crm-dashboard-customization\">How to Use Dashboard customization<\/a> \u2014 Build a sales dashboard that shows the numbers you care about<\/li>\n\n\n\n<li><a href=\"#how-to-use-monday-crm-resource-management\">How to Use Resource management<\/a> \u2014 Balance workload across your team before anyone burns out<\/li>\n\n\n\n<li><a href=\"#how-to-use-monday-crm-kanban-board\">How to Use Kanban Board<\/a> \u2014 See deals and tasks as cards you can move in seconds<\/li>\n\n\n\n<li><a href=\"#how-to-use-monday-crm-gantt-chart\">How to Use Gantt Chart<\/a> \u2014 Map project timelines and spot delays before clients notice<\/li>\n\n\n\n<li><a href=\"#how-to-use-monday-crm-integrations-center\">How to Use Integrations Center<\/a> \u2014 Connect the tools your business already runs on<\/li>\n\n\n\n<li><a href=\"#how-to-use-monday-crm-smart-workflow-automation\">How to Use Smart Workflow Automation<\/a> \u2014 Let AI watch your projects and flag risk early<\/li>\n\n\n\n<li><a href=\"#how-to-use-monday-crm-monday-mcp\">How to Use Monday MCP<\/a> \u2014 Let AI assistants read and update your boards directly<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Time needed:<\/strong> 5 minutes per feature<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Also in this guide:<\/strong> <a href=\"#monday-crm-pro-tips-and-shortcuts\">Pro Tips<\/a> | <a href=\"#monday-crm-common-mistakes-to-avoid\">Common Mistakes<\/a> | <a href=\"#monday-crm-troubleshooting\">Troubleshooting<\/a> | <a href=\"#monday-crm-pricing\">Pricing<\/a> | <a href=\"#monday-crm-vs-alternatives\">Alternatives<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Why Trust This Guide<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">I have run my own client work inside monday sales <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-crm-for-travel-agency\" title=\"CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"148721\" target=\"_blank\" rel=\"noopener\">CRM<\/a> for two years.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Every step below comes from real hands-on use, not vendor marketing.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/12\/Fahim-AI-2-2-14.png\" alt=\"How to use Monday CRM\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Monday <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-crm-software-for-hotels\" title=\"CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"148728\" target=\"_blank\" rel=\"noopener\">CRM<\/a> is a customer relationship management platform built on flexible boards.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Managing relationships here goes far beyond the deals board most teams stop at.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This tutorial shows you how to use Monday CRM feature by feature.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step by step, with screenshots and the shortcuts I actually rely on.<\/p>\n\n\n\n<h2 id='monday-crm-tutorial'  id=\"boomdevs_2\" class=\"wp-block-heading\">Monday CRM Tutorial<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">This How to Use Monday CRM tutorial walks through every feature, from your first account to advanced <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-ai-automation-tools\" title=\"automation\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"148736\" target=\"_blank\" rel=\"noopener\">automation<\/a>.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-container is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-columns cta-box-inner is-layout-flex wp-container-core-columns-is-layout-c446116b wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column cta-box-left is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group cta-box-logo is-layout-flow wp-block-group-is-layout-flow\"><style>.kb-image134222_7948a3-bf.kb-image-is-ratio-size, .kb-image134222_7948a3-bf .kb-image-is-ratio-size{max-width:350px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image134222_7948a3-bf.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image134222_7948a3-bf .kb-image-is-ratio-size{align-self:unset;}.kb-image134222_7948a3-bf figure{max-width:350px;}.kb-image134222_7948a3-bf .image-is-svg, .kb-image134222_7948a3-bf .image-is-svg img{width:100%;}.kb-image134222_7948a3-bf .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image134222_7948a3-bf\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/12\/CTA.png\" alt=\"\" class=\"kb-img wp-image-28570\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/12\/CTA.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/12\/CTA-480x480.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column cta-box-right is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"cta-box-title wp-block-paragraph\">Monday CRM<\/p>\n\n\n\n<p class=\"cta-box-description wp-block-paragraph\">Run your whole sales process in one place. Monday CRM keeps contacts, deals, and client projects on boards your team can customize in minutes. Start free \u2014 no credit card needed.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-buttons is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-primary\" href=\"https:\/\/fahimai.com\/get\/monday-crm\" target=\"_blank\" rel=\"noopener\">TRY MONDAY CRM NOW \u2192<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/monday\">READ FULL REVIEW \u2192<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/monday-crm-alternatives\">MONDAY CRM ALTERNATIVES \u2192<\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<h3 id='getting-started-with-monday-crm'  id=\"boomdevs_3\" id=\"getting-started-with-monday-crm\" class=\"wp-block-heading\">Getting Started with Monday CRM<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Before using any feature, finish this one-time setup.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It takes about three minutes.<\/p>\n\n\n\n<h4 id='step-1-create-your-account'  id=\"boomdevs_4\" class=\"wp-block-heading\">Step 1: Create Your Account<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Go to the Monday website and simply click <em>Get Started<\/em>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Enter your work email and pick a password.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Name your organization and invite your sales team.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Check your <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/inbox-placement-tool\" title=\"inbox\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"148738\" target=\"_blank\" rel=\"noopener\">inbox<\/a> for the confirmation email.<\/p>\n\n\n\n<h4 id='step-2-enable-the-crm-workspace'  id=\"boomdevs_5\" class=\"wp-block-heading\">Step 2: Enable the CRM Workspace<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open the product menu and add monday sales CRM to your account.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Monday CRM runs in the browser, and mobile apps exist for <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/accounting-software-for-mac\" title=\"iOS\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"148720\" target=\"_blank\" rel=\"noopener\">iOS<\/a> and Android.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-imagee896b8_a447a6 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagee896b8_a447a6 size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2026\/02\/monday-top-benefits.png\" alt=\"Monday Top benefits\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> You should see the CRM workspace in your sidebar.<\/p>\n\n\n\n<h4 id='step-3-complete-initial-setup'  id=\"boomdevs_6\" class=\"wp-block-heading\">Step 3: Complete Initial Setup<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Pick one of the default board templates that matches your sales process.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Then add your first contacts through a form or by typing them in manually.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Done:<\/strong> You&#8217;re ready to use any feature below.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134228_b90e1b-ba, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134228_b90e1b-ba, .wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba{padding-top:var(--global-kb-spacing-xs, 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0.2);}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134228_daa458-b5 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/monday\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Monday FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-monday-crm-contact-management'  id=\"boomdevs_7\" id=\"how-to-use-monday-crm-contact-management\" class=\"wp-block-heading\">How to Use Monday CRM Contact Management<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Contact Management<\/strong> stores every lead and contact record on one shared board.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-contacts-board'  id=\"boomdevs_8\" class=\"wp-block-heading\">Step 1: Open the Contacts Board<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Simply click <em>CRM<\/em> in the left sidebar, then open the Contacts board.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This board holds all your clients, customers, and companies.<\/p>\n\n\n\n<h4 id='step-2-add-contact-details'  id=\"boomdevs_9\" class=\"wp-block-heading\">Step 2: Add Contact Details<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click the plus icon and type the person&#8217;s name.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Fill the email, phone, and company columns with real details.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image78363e_f8a343 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image78363e_f8a343 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Monday-Contacts.png\" alt=\"Monday Contact Management\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your new contact appears with a linked company record.<\/p>\n\n\n\n<h4 id='step-3-sync-your-email'  id=\"boomdevs_10\" class=\"wp-block-heading\">Step 3: Sync Your Email<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Connect Gmail or Outlook for two-way email sync.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Send personalized emails and mass emails with open tracking built in.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Every customer conversation now lives beside the contact record.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Embed a web form on your site so contacts get created automatically.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134228_b90e1b-ba, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134228_b90e1b-ba, .wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 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#ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134228_daa458-b5 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/monday\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Monday FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-monday-crm-sales-pipeline'  id=\"boomdevs_11\" id=\"how-to-use-monday-crm-sales-pipeline\" class=\"wp-block-heading\">How to Use Monday CRM Sales Pipeline<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Sales Pipeline<\/strong> shows every open deal and its current stage on one board.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-deals-board'  id=\"boomdevs_12\" class=\"wp-block-heading\">Step 1: Open the Deals Board<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">The deals board manages your sales pipeline from first call to signed contract.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Each group represents one stage of the sales process.<\/p>\n\n\n\n<h4 id='step-2-rename-your-stages'  id=\"boomdevs_13\" class=\"wp-block-heading\">Step 2: Rename Your Stages<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Edit the group names to match how your sales team actually sells.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Add a deal value column so revenue totals calculate themselves.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<!--presto-player:video_id=4411--><figure class=\"wp-block-video presto-block-video  presto-provider-youtube\" style=\"--plyr-color-main: var(--presto-player-highlight-color, #00b3ff); --presto-player-logo-width: 150px; \">\n\t<presto-player \n\t\tpreset='{&quot;id&quot;:5,&quot;name&quot;:&quot;YouTube Optimized&quot;,&quot;slug&quot;:&quot;youtube&quot;,&quot;icon&quot;:&quot;youtube&quot;,&quot;skin&quot;:&quot;modern&quot;,&quot;play-large&quot;:true,&quot;rewind&quot;:true,&quot;play&quot;:true,&quot;fast-forward&quot;:true,&quot;progress&quot;:true,&quot;current-time&quot;:true,&quot;mute&quot;:true,&quot;volume&quot;:true,&quot;speed&quot;:true,&quot;pip&quot;:false,&quot;fullscreen&quot;:true,&quot;captions&quot;:false,&quot;reset_on_end&quot;:true,&quot;auto_hide&quot;:true,&quot;show_time_elapsed&quot;:false,&quot;captions_enabled&quot;:false,&quot;save_player_position&quot;:false,&quot;sticky_scroll&quot;:false,&quot;sticky_scroll_position&quot;:&quot;bottom right&quot;,&quot;on_video_end&quot;:&quot;select&quot;,&quot;play_video_viewport&quot;:false,&quot;hide_youtube&quot;:false,&quot;lazy_load_youtube&quot;:true,&quot;hide_logo&quot;:false,&quot;border_radius&quot;:0,&quot;caption_style&quot;:&quot;&quot;,&quot;caption_background&quot;:&quot;&quot;,&quot;is_locked&quot;:true,&quot;cta&quot;:[&quot;&quot;],&quot;watermark&quot;:[&quot;&quot;],&quot;search&quot;:[&quot;&quot;],&quot;email_collection&quot;:[&quot;&quot;],&quot;created_by&quot;:2,&quot;created_at&quot;:&quot;2024-03-02 00:00:21&quot;,&quot;updated_at&quot;:&quot;2024-03-02 00:00:21&quot;,&quot;deleted_at&quot;:&quot;&quot;}'\n\t\tbranding='{&quot;logo&quot;:&quot;&quot;,&quot;color&quot;:&quot;#00b3ff&quot;,&quot;logo_width&quot;:150,&quot;player_css&quot;:&quot;&quot;}'\n\t\tchapters='[]'\n\t\toverlays='[]'\n\t\ttracks='[]'\n\t\tblock-attributes='{&quot;playsInline&quot;:true,&quot;id&quot;:4411,&quot;src&quot;:&quot;https:\\\/\\\/youtu.be\\\/cb9279-nARA?si=mSC7FfquJ_BAPvOo&quot;,&quot;preset&quot;:5,&quot;video_id&quot;:&quot;cb9279-nARA&quot;,&quot;visibility&quot;:&quot;public&quot;,&quot;color&quot;:&quot;#00b3ff&quot;,&quot;mutedPreview&quot;:{&quot;enabled&quot;:false,&quot;captions&quot;:false},&quot;mutedOverlay&quot;:{&quot;enabled&quot;:false,&quot;src&quot;:&quot;&quot;,&quot;width&quot;:200,&quot;focalPoint&quot;:{&quot;x&quot;:0.5,&quot;y&quot;:0.5}},&quot;mutedOverlayType&quot;:&quot;text&quot;,&quot;mutedOverlayText&quot;:&quot;Click to play&quot;,&quot;mutedOverlayImageWidth&quot;:200,&quot;chapters&quot;:[],&quot;overlays&quot;:[],&quot;tracks&quot;:[],&quot;FlyingPress&quot;:{&quot;lazyRender&quot;:false},&quot;TrpContentRestriction&quot;:{&quot;restriction_type&quot;:&quot;exclude&quot;,&quot;selected_languages&quot;:[],&quot;panel_open&quot;:true},&quot;title&quot;:&quot;How to Create a Sales Pipeline (Monday CRM Tutorial for Beginners)&quot;}'\n\t\tanalytics=''\n\t\tautomations\t\tprovider='youtube'\n\t\t\t\tid=\"presto-player-1\"\n\t\tsrc=\"\/\/www.youtube.com\/embed\/cb9279-nARA?iv_load_policy=3&amp;modestbranding=1&amp;playinline=1&amp;showinfo=0&amp;rel=0&amp;enablejsapi=1\"\n\t\tmedia-title=\"How to Create a Sales Pipeline (Monday CRM Tutorial for Beginners)\"\n\t\tcss=\"\"\n\t\tclass=\"presto-video-id-4411 presto-preset-id-5 skin-modern\"\n\t\tskin=\"modern\" \n\t\ticon-url=\"https:\/\/www.fahimai.com\/wp-content\/plugins\/presto-player\/img\/sprite.svg\" \n\t\tpreload=\"\" \n\t\tposter=\"\"\n\t\tyoutube=\"{&quot;noCookie&quot;:false,&quot;channelId&quot;:&quot;&quot;,&quot;show_count&quot;:false}\"\n\t\tprovider-video-id=\"cb9279-nARA\"\n\t\tvideo-id=\"4411\"\n\t\tlazy-load-youtube\t\tvideo-attributes='{}'\n\t\tplaysinline\t\t\t\t>\n\t\t\n\n\t<\/presto-player>\n<\/figure>\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Each group shows a live deal count and total value.<\/p>\n\n\n\n<h4 id='step-3-drag-deals-forward'  id=\"boomdevs_14\" class=\"wp-block-heading\">Step 3: Drag Deals Forward<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Drag any deal card into the next group as it progresses.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The drag-and-drop interface makes pipeline updates super simple.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> You can see your whole pipeline health in one screen.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Add a rotting indicator column to flag stale deals fast.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134228_b90e1b-ba, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134228_b90e1b-ba, .wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134228_b90e1b-ba .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134228_b90e1b-ba\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, 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#3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134228_daa458-b5 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/monday\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Monday FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-monday-crm-automations'  id=\"boomdevs_15\" id=\"how-to-use-monday-crm-automations\" class=\"wp-block-heading\">How to Use Monday CRM Automations<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Automations<\/strong> streamline the repetitive tasks that eat your selling time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-automations-center'  id=\"boomdevs_16\" class=\"wp-block-heading\">Step 1: Open the Automations Center<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click <em>Automate<\/em> in the top right corner of any board.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Browse the recipe library or start from a blank recipe.<\/p>\n\n\n\n<h4 id='step-2-pick-a-trigger'  id=\"boomdevs_17\" class=\"wp-block-heading\">Step 2: Pick a Trigger<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">For example, choose <em>when status changes to Won<\/em>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Triggers can also fire on date arrival or column change.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-imagec223d3_3ec820 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagec223d3_3ec820 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Monday-Automations.png\" alt=\"Monday Automations\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The new recipe shows as active in your automations list.<\/p>\n\n\n\n<h4 id='step-3-choose-the-action'  id=\"boomdevs_18\" class=\"wp-block-heading\">Step 3: Choose the Action<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Set the action to notify a person or create an item.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can run automation between different boards and groups too.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Routine follow-ups run themselves, which lifts team productivity fast.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Start with three recipes only, then add more once you trust the outcome.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134228_b90e1b-ba, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134228_b90e1b-ba, .wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134228_b90e1b-ba .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134228_b90e1b-ba\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134228_daa458-b5 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/monday\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Monday FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-monday-crm-work-managemer'  id=\"boomdevs_19\" id=\"how-to-use-monday-crm-monday-work-management\" class=\"wp-block-heading\">How to Use Monday CRM Work Managemer<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Monday Work Management<\/strong> connects your CRM records to real project management work.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-convert-a-won-deal'  id=\"boomdevs_20\" class=\"wp-block-heading\">Step 1: Convert a Won Deal<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open a closed deal and choose <em>convert to project<\/em>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Monday CRM creates a project board linked to that client data.<\/p>\n\n\n\n<h4 id='step-2-assign-different-tasks'  id=\"boomdevs_21\" class=\"wp-block-heading\">Step 2: Assign Different Tasks<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Use the People column to assign ownership of specific tasks.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Break delivery into small tasks with clear due dates.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image6813bc_a29cf0 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image6813bc_a29cf0 size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2026\/02\/monday-Monday-Work-Management.png\" alt=\"Monday Work Management\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The project board shows the client name pulled from the deal.<\/p>\n\n\n\n<h4 id='step-3-track-progress'  id=\"boomdevs_22\" class=\"wp-block-heading\">Step 3: Track Progress<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Watch the progress column update as each task closes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Sales and delivery teams now work from the same place.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Client data and project deliverables stay connected after the sale.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Create a centralized hub board to track the health of all client projects.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134228_b90e1b-ba, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134228_b90e1b-ba, .wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134228_b90e1b-ba .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134228_b90e1b-ba\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134228_daa458-b5 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/monday\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Monday FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-monday-crm-dashboard-customizer'  id=\"boomdevs_23\" id=\"how-to-use-monday-crm-dashboard-customization\" class=\"wp-block-heading\">How to Use Monday CRM Dashboard customizer<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Dashboard customization<\/strong> turns raw board data into dashboards your managers actually read.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-create-a-new-dashboard'  id=\"boomdevs_24\" class=\"wp-block-heading\">Step 1: Create a New Dashboard<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click the plus button in the sidebar and choose <em>Dashboard<\/em>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Connect the deals board and any other board you track.<\/p>\n\n\n\n<h4 id='step-2-add-your-first-widget'  id=\"boomdevs_25\" class=\"wp-block-heading\">Step 2: Add Your First Widget<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Pick a widget such as numbers, battery, or pie chart.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Each widget reads live data, so nothing needs manual updates.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image6cb082_3515f0 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image6cb082_3515f0 size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2026\/02\/monday-Dashboard-customization.png\" alt=\"Monday Dashboard customization\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your dashboard shows live totals from the deals board.<\/p>\n\n\n\n<h4 id='step-3-customize-the-layout'  id=\"boomdevs_26\" class=\"wp-block-heading\">Step 3: Customize the Layout<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Drag widgets around until the key KPIs sit at the top.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Use the numbers widget to optimize weekly sales performance reviews.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> You get a full overview of sales performance without building reports.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Share a read-only dashboard link with leadership instead of emailing screenshots.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134228_b90e1b-ba, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134228_b90e1b-ba, .wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134228_b90e1b-ba .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134228_b90e1b-ba\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134228_daa458-b5 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/monday\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Monday FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-monday-crm-resource-manager'  id=\"boomdevs_27\" id=\"how-to-use-monday-crm-resource-management\" class=\"wp-block-heading\">How to Use Monday CRM Resource Manager<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Resource management<\/strong> shows who is overloaded and who has room for more work.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-workload-view'  id=\"boomdevs_28\" class=\"wp-block-heading\">Step 1: Open the Workload View<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Add the workload view to any board with assigned owners.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It shows capacity per person across the week.<\/p>\n\n\n\n<h4 id='step-2-rebalance-the-work'  id=\"boomdevs_29\" class=\"wp-block-heading\">Step 2: Rebalance the Work<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Drag tasks from an overloaded person to a teammate with capacity.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Set weekly capacity in hours for accurate numbers.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image8d2809_9e4663 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image8d2809_9e4663 size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2026\/02\/monday-Resource-management.png\" alt=\"Monday Resource management\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Overloaded team members appear in red on the capacity bar.<\/p>\n\n\n\n<h4 id='step-3-set-roles-and-permissions'  id=\"boomdevs_30\" class=\"wp-block-heading\">Step 3: Set Roles and Permissions<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Give new team members viewer or member roles as needed.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Roles control access to sensitive data while keeping work transparent.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Work is spread evenly and nobody quietly drowns in tasks.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Review workload every Monday morning before assigning any new client project.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134228_b90e1b-ba, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134228_b90e1b-ba, .wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134228_b90e1b-ba .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134228_b90e1b-ba\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134228_daa458-b5 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/monday\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Monday FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-monday-crm-kanban-board'  id=\"boomdevs_31\" id=\"how-to-use-monday-crm-kanban-board\" class=\"wp-block-heading\">How to Use Monday CRM Kanban Board<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Kanban Board<\/strong> displays your board as movable cards instead of rows.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-add-the-kanban-view'  id=\"boomdevs_32\" class=\"wp-block-heading\">Step 1: Add the Kanban View<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click the plus sign beside your board views.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Monday offers over 27 view types, so scroll to Kanban.<\/p>\n\n\n\n<h4 id='step-2-group-by-status'  id=\"boomdevs_33\" class=\"wp-block-heading\">Step 2: Group by Status<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Choose status as the grouping column for your cards.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Each column now reflects one stage of work.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image862dc9_6e7a2f .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image862dc9_6e7a2f size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/10\/Kanban-Board.png-nww.png\" alt=\"Monday Kanban Board\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your items appear as cards grouped under status columns.<\/p>\n\n\n\n<h4 id='step-3-move-the-cards'  id=\"boomdevs_34\" class=\"wp-block-heading\">Step 3: Move the Cards<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Drag any card between columns to update its status <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/instantly-ai\" title=\"instantly\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"148727\" target=\"_blank\" rel=\"noopener\">instantly<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Cards marked Stuck stand out in orange right away.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Daily standups get faster because the board reads at a glance.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Filter the Kanban view by owner so reps see only their deals.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134228_b90e1b-ba, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134228_b90e1b-ba, .wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134228_b90e1b-ba .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134228_b90e1b-ba\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134228_daa458-b5 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/monday\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Monday FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-monday-crm-gantt-chart'  id=\"boomdevs_35\" id=\"how-to-use-monday-crm-gantt-chart\" class=\"wp-block-heading\">How to Use Monday CRM Gantt Chart<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Gantt Chart<\/strong> lays your project timeline out on a scrollable calendar.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-add-a-timeline-column'  id=\"boomdevs_36\" class=\"wp-block-heading\">Step 1: Add a Timeline Column<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Gantt needs start and end dates for every task.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Add the timeline column and fill both dates.<\/p>\n\n\n\n<h4 id='step-2-switch-to-chart-view'  id=\"boomdevs_37\" class=\"wp-block-heading\">Step 2: Switch to Chart View<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open the chart view and select Gantt from the list.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Bars now show duration for each task.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image94675a_ca5c58 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image94675a_ca5c58 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/10\/Gantt-Chart-View.png-nww.png\" alt=\"Monday Gantt Chart\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Dependency arrows link your tasks across the timeline.<\/p>\n\n\n\n<h4 id='step-3-link-dependencies'  id=\"boomdevs_38\" class=\"wp-block-heading\">Step 3: Link Dependencies<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Connect tasks that cannot start until another finishes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Shifting one bar moves every dependent task with it.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Delivery dates stay realistic because delays surface immediately.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Add milestone diamonds for client sign-off dates to keep deadlines visible.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134228_b90e1b-ba, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134228_b90e1b-ba, .wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134228_b90e1b-ba .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134228_b90e1b-ba\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134228_daa458-b5 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/monday\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Monday FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-monday-crm-integrations-center'  id=\"boomdevs_39\" id=\"how-to-use-monday-crm-integrations-center\" class=\"wp-block-heading\">How to Use Monday CRM Integrations Center<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Integrations Center<\/strong> links Monday CRM to the other platforms your team uses daily.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-integrations-center'  id=\"boomdevs_40\" class=\"wp-block-heading\">Step 1: Open the Integrations Center<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click <em>Integrate<\/em> in the board header.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Search the app you want by name.<\/p>\n\n\n\n<h4 id='step-2-pick-a-recipe'  id=\"boomdevs_41\" class=\"wp-block-heading\">Step 2: Pick a Recipe<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Choose a recipe such as sending a Slack message on status change.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/accounting-software-for-hotels\" title=\"Accounting\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"148723\" target=\"_blank\" rel=\"noopener\">Accounting<\/a> tools can push invoices straight into a board.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image4c6b82_b2ff12 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image4c6b82_b2ff12 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/10\/Integrations-Center.png-nw.png\" alt=\"Monday Integrations Center\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The integration icon shows on your board header.<\/p>\n\n\n\n<h4 id='step-3-authorize-the-connection'  id=\"boomdevs_42\" class=\"wp-block-heading\">Step 3: Authorize the Connection<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Log in to the connected tool and approve access.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Test the recipe once with a dummy item.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Data flows between platforms without copy and paste.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Connect your calendar so booked demos create deal items automatically.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134228_b90e1b-ba, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134228_b90e1b-ba, .wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134228_b90e1b-ba .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134228_b90e1b-ba\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134228_daa458-b5 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/monday\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Monday FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-monday-crm-smart-workflow-automation'  id=\"boomdevs_43\" id=\"how-to-use-monday-crm-smart-workflow-automation\" class=\"wp-block-heading\">How to Use Monday CRM Smart Workflow Automation<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Smart Workflow Automation<\/strong> uses AI to read project patterns and warn you <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/early-app\" title=\"early\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"148724\">early<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-turn-on-risk-monitoring'  id=\"boomdevs_44\" class=\"wp-block-heading\">Step 1: Turn On Risk Monitoring<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open the AI panel from your board menu.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Enable risk monitoring for the boards that matter most.<\/p>\n\n\n\n<h4 id='step-2-set-your-thresholds'  id=\"boomdevs_45\" class=\"wp-block-heading\">Step 2: Set Your Thresholds<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Tell it which overdue window counts as a real problem.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Choose who receives the alert.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image93a9be_bb69ef .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image93a9be_bb69ef size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/10\/Automations-Center.png-nww.png\" alt=\"Monday Smart Workflow Automation\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Flagged items appear with a risk label on the board.<\/p>\n\n\n\n<h4 id='step-3-act-on-the-flags'  id=\"boomdevs_46\" class=\"wp-block-heading\">Step 3: Act on the Flags<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Review flagged items during your weekly check-in.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Reassign or reschedule anything marked as high risk.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Problems surface days earlier than manual reviews would catch them.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Pair risk flags with an automation that notifies the account owner instantly.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134228_b90e1b-ba, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134228_b90e1b-ba, .wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134228_b90e1b-ba .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134228_b90e1b-ba\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134228_daa458-b5 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/monday\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Monday FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-monday-crm-mcp'  id=\"boomdevs_47\" id=\"how-to-use-monday-crm-monday-mcp\" class=\"wp-block-heading\">How to Use Monday CRM MCP<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Monday MCP<\/strong> opens your boards to <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/ai-assistant-tools\" title=\"AI assistants\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"148722\">AI assistants<\/a> through a secure connection.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-enable-the-mcp-server'  id=\"boomdevs_48\" class=\"wp-block-heading\">Step 1: Enable the MCP Server<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open the developer area in your account settings.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Generate an API token for the connection.<\/p>\n\n\n\n<h4 id='step-2-connect-your-ai-tool'  id=\"boomdevs_49\" class=\"wp-block-heading\">Step 2: Connect Your AI Tool<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Paste the token into your AI assistant&#8217;s connector settings.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Limit the token scope to the boards you want exposed.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image0d6a59_ef40c7 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image0d6a59_ef40c7 size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2026\/02\/monday-MCP.png\" alt=\"Monday MCP\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/ai-chatbots\" title=\"assistant\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"148726\">assistant<\/a> lists your real board names back to you.<\/p>\n\n\n\n<h4 id='step-3-ask-for-board-actions'  id=\"boomdevs_50\" class=\"wp-block-heading\">Step 3: Ask for Board Actions<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Ask your assistant to create items or summarize a board.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It reads live data instead of guessing.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Routine board updates happen through plain conversation.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Keep MCP tokens scoped to one workspace so sensitive deals stay private.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134228_b90e1b-ba, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134228_b90e1b-ba, .wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem 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.kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134228_daa458-b5 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/monday\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Monday FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='monday-crm-pro-tips-and-shortcuts'  id=\"boomdevs_51\" id=\"monday-crm-pro-tips-and-shortcuts\" class=\"wp-block-heading\">Monday CRM Pro Tips and Shortcuts<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">After two years on this platform, these are the tips I hand new team members.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Keyboard Shortcuts<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Action<\/th><th>Shortcut<\/th><\/tr><\/thead><tbody><tr><td>Quick search across boards<\/td><td>Ctrl + K<\/td><\/tr><tr><td>Show the full shortcut list<\/td><td>Shift + ?<\/td><\/tr><tr><td>Move between board cells<\/td><td>Arrow keys<\/td><\/tr><tr><td>Undo your last change<\/td><td>Ctrl + Z<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Hidden Features Most People Miss<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Batch actions:<\/strong> Select several items at once to move, duplicate, or archive them together.<\/li>\n\n\n\n<li><strong>Board templates:<\/strong> Save any finished board as a template so new projects start structured.<\/li>\n\n\n\n<li><strong>Email templates:<\/strong> Save personalized emails once and reuse them across every deal.<\/li>\n\n\n\n<li><strong>Stuck status alerts:<\/strong> Pair the Stuck label with an automation that pings the owner.<\/li>\n<\/ul>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134228_b90e1b-ba, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134228_b90e1b-ba, .wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134228_b90e1b-ba .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134228_b90e1b-ba\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134228_daa458-b5 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/monday\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Monday FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='monday-crm-common-mistakes-to-avoid'  id=\"boomdevs_52\" id=\"monday-crm-common-mistakes-to-avoid\" class=\"wp-block-heading\">Monday CRM Common Mistakes to Avoid<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #1: Treating boards like a spreadsheet<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Typing every update by hand and never touching automation.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Automate status changes and reminders so the board updates itself.<\/p>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #2: Creating a new board for everything<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Making a separate board for each client, then losing track of all of them.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Use groups inside one board to organize clients and keep reporting simple.<\/p>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #3: Skipping roles and permissions<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Giving every new member full admin access on day one.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Set viewer or member roles first, then widen access as trust builds.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134228_b90e1b-ba, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134228_b90e1b-ba, .wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 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#ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134228_daa458-b5 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/monday\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Monday FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='monday-crm-troubleshooting'  id=\"boomdevs_53\" id=\"monday-crm-troubleshooting\" class=\"wp-block-heading\">Monday CRM Troubleshooting<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Boards will not load<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> An old browser blocks the scripts you need to view this site properly.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Update your browser, clear the cache, then reload the board.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: A <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-password-manager\" title=\"security\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"148725\" target=\"_blank\" rel=\"noopener\">security<\/a> page blocks you<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> The performance security layer sometimes challenges shared office IP addresses.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Copy the Ray ID from that page and send it to support.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: An automation never fires<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> The trigger column was renamed, or your monthly action limit ran out.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Reopen the recipe, reselect the column, and check your usage counter.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udccc <strong>Note:<\/strong> You need a supported browser to view boards correctly on any device.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udccc <strong>Note:<\/strong> If none of these fix your issue, contact Monday support.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134228_b90e1b-ba, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134228_b90e1b-ba, .wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134228_b90e1b-ba .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134228_b90e1b-ba\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134228_daa458-b5 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/monday\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Monday FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='what-is-monday-crm'  id=\"boomdevs_54\" class=\"wp-block-heading\">What is Monday CRM?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Monday CRM<\/strong> is customer relationship management software built on customizable boards.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It manages the customer journey and sales pipeline in one place.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Think of it like a spreadsheet that can think, talk, and chase people for you.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Watch this quick overview:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Monday CRM Review: Best CRM &amp; Project Management App?\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/rxDgnwvKP3w?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">It includes these key features:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Contact Management:<\/strong> Store contacts, companies, and conversations on one board<\/li>\n\n\n\n<li><strong>Sales Pipeline:<\/strong> Move deals through stages with drag-and-drop columns<\/li>\n\n\n\n<li><strong>Automations:<\/strong> Trigger emails, tasks, and notifications without manual work<\/li>\n\n\n\n<li><strong>Monday Work Management:<\/strong> Connect sales records to delivery projects and tasks<\/li>\n\n\n\n<li><strong>Dashboard customization:<\/strong> Pull live KPIs from any board into visual widgets<\/li>\n\n\n\n<li><strong>Resource management:<\/strong> See team capacity and control who accesses sensitive data<\/li>\n\n\n\n<li><strong>Kanban Board:<\/strong> Visual card view for fast pipeline and task updates<\/li>\n\n\n\n<li><strong>Gantt Chart:<\/strong> Timeline view with dependencies and milestone tracking<\/li>\n\n\n\n<li><strong>Integrations Center:<\/strong> Link email, Slack, invoices, and 200+ other apps<\/li>\n\n\n\n<li><strong>Smart Workflow Automation:<\/strong> AI risk monitoring that spots problems before they hit<\/li>\n\n\n\n<li><strong>Monday MCP:<\/strong> Connect <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/ai-assistants-for-android\" title=\"AI assistants\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"148737\">AI assistants<\/a> to your boards through MCP<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For a full review, see our <a href=\"https:\/\/www.fahimai.com\/monday\">Monday CRM review<\/a>.<\/p>\n\n\n<style>.kb-image197361_6c9670-53 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image197361_6c9670-53 size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"617\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2026\/02\/monday-homepage-1024x617.png\" alt=\"monday homepage\" class=\"kb-img wp-image-197754\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2026\/02\/monday-homepage-980x591.png 980w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2026\/02\/monday-homepage-480x289.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134228_b90e1b-ba, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134228_b90e1b-ba, .wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba{padding-top:var(--global-kb-spacing-xs, 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0.2);}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134228_daa458-b5 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/monday\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Monday FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='monday-crm-pricing'  id=\"boomdevs_55\" id=\"monday-crm-pricing\" class=\"wp-block-heading\">Monday CRM Pricing<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what Monday CRM costs in 2026:<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Plan<\/th><th>Price<\/th><th>Best For<\/th><\/tr><\/thead><tbody><tr><td>Basic<\/td><td>$9\/user\/month<\/td><td>Small teams tracking contacts and simple deals<\/td><\/tr><tr><td>Standard<\/td><td>$12\/user\/month<\/td><td>Growing sales teams that need automation<\/td><\/tr><tr><td>Pro<\/td><td>$19\/user\/month<\/td><td>Companies running forecasting and full dashboards<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Free trial:<\/strong> Yes, 14 days with no credit card required.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Money-back guarantee:<\/strong> Yes, 30 days on annual plans.<\/p>\n\n\n<style>.kb-image197362_491634-66 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image197362_491634-66 size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"470\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2026\/02\/monday-pricing-1024x470.png\" alt=\"monday pricing\" class=\"kb-img wp-image-197808\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2026\/02\/monday-pricing-980x450.png 980w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2026\/02\/monday-pricing-480x220.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udcb0 <strong>Best Value:<\/strong> Standard \u2014 it unlocks automation, which is where the real time savings start.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134228_b90e1b-ba, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134228_b90e1b-ba, .wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134228_b90e1b-ba .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134228_b90e1b-ba\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134228_daa458-b5 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/monday\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Monday FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='monday-crm-vs-alternatives'  id=\"boomdevs_56\" id=\"monday-crm-vs-alternatives\" class=\"wp-block-heading\">Monday CRM vs Alternatives<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">So how does Monday CRM compare against the other big CRM tools?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Watch this comparison:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"6 monday.com Alternatives: Best for Project Management\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/0ZE0E226_vg?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Tool<\/th><th>Best For<\/th><th>Price<\/th><th>Rating<\/th><\/tr><\/thead><tbody><tr><td><strong>Monday CRM<\/strong><\/td><td>Visual boards and project handoff<\/td><td>$9\/mo<\/td><td>\u2b50 4.2<\/td><\/tr><tr><td>HubSpot<\/td><td>Inbound marketing and free tier<\/td><td>$20\/mo<\/td><td>\u2b50 4.5<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/pipedrive\" title=\"Pipedrive\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"148730\">Pipedrive<\/a><\/td><td>Pure pipeline selling<\/td><td>$14\/mo<\/td><td>\u2b50 4.5<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/clickup\" title=\"ClickUp\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"148731\" target=\"_blank\" rel=\"noopener\">ClickUp<\/a><\/td><td>Tasks and docs in one tool<\/td><td>$7\/mo<\/td><td>\u2b50 4.6<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/salesforce\" title=\"Salesforce\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"148739\">Salesforce<\/a><\/td><td>Large enterprise reporting<\/td><td>$25\/mo<\/td><td>\u2b50 4.4<\/td><\/tr><tr><td>Zoho CRM<\/td><td>Budget-conscious <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/bookkeeping-software-for-small-businesses\" title=\"small business\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"148719\" target=\"_blank\" rel=\"noopener\">small business<\/a><\/td><td>$14\/mo<\/td><td>\u2b50 4.3<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Quick picks:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Best overall:<\/strong> HubSpot \u2014 deepest feature set if budget allows<\/li>\n\n\n\n<li><strong>Best budget:<\/strong> ClickUp \u2014 cheapest seat price for mixed work<\/li>\n\n\n\n<li><strong>Best for beginners:<\/strong> Monday CRM \u2014 boards feel familiar from day one<\/li>\n\n\n\n<li><strong>Best for pipeline focus:<\/strong> Pipedrive \u2014 built purely around moving deals<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\ud83c\udfaf Monday CRM Alternatives<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Looking for Monday CRM alternatives? Here are the top options:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud83d\ude80 <strong>HubSpot:<\/strong> Generous free tier with marketing, sales, and service tools under one login.<\/li>\n\n\n\n<li>\ud83c\udfaf <strong>Pipedrive:<\/strong> A focused pipeline tool that keeps reps on the next action, nothing else.<\/li>\n\n\n\n<li>\ud83d\udcb0 <strong>ClickUp:<\/strong> Cheap seats and strong project management if you want tasks and deals together.<\/li>\n\n\n\n<li>\ud83c\udfe2 <strong>Salesforce:<\/strong> Enterprise reporting and deep customization, though setup needs an admin.<\/li>\n\n\n\n<li>\u2b50 <strong>Zoho CRM:<\/strong> Low-cost CRM with solid automation for <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-password-manager-for-small-business\" title=\"small business\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"148729\" target=\"_blank\" rel=\"noopener\">small business<\/a> teams watching spend.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For the full list, see our <a href=\"https:\/\/www.fahimai.com\/monday-crm-alternatives\">Monday CRM alternatives<\/a> guide.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\u2694\ufe0f Monday CRM Compared<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how Monday CRM stacks up against each competitor:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/hubspot-vs-monday-crm\" title=\"Monday CRM vs HubSpot\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"148732\" target=\"_blank\" rel=\"noopener\">Monday CRM vs HubSpot<\/a>:<\/strong> HubSpot wins on marketing depth, Monday wins on board structure and project handoff.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/pipedrive-vs-monday\" title=\"Monday CRM vs Pipedrive\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"148733\" target=\"_blank\" rel=\"noopener\">Monday CRM vs Pipedrive<\/a>:<\/strong> Pipedrive is faster for pure selling, Monday handles work after the deal closes.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/monday-crm-vs-clickup\" title=\"Monday CRM vs ClickUp\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"148740\" target=\"_blank\" rel=\"noopener\">Monday CRM vs ClickUp<\/a>:<\/strong> ClickUp costs less per seat, Monday feels cleaner for sales teams.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/salesforce-vs-monday-crm\" title=\"Monday CRM vs Salesforce\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"148735\" target=\"_blank\" rel=\"noopener\">Monday CRM vs Salesforce<\/a>:<\/strong> Salesforce reports deeper, Monday gets a team live in an afternoon.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/monday-crm-vs-zoho-crm\" title=\"Monday CRM vs Zoho CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"148734\" target=\"_blank\" rel=\"noopener\">Monday CRM vs Zoho CRM<\/a>:<\/strong> Zoho is cheaper, Monday is easier to navigate and customize without training.<\/li>\n<\/ul>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134228_b90e1b-ba, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134228_b90e1b-ba, .wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134228_b90e1b-ba{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134228_b90e1b-ba .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn 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#3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134228_daa458-b5 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/monday\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Monday FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='start-using-monday-crm-now'  id=\"boomdevs_57\" class=\"wp-block-heading\">Start Using Monday CRM Now<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You learned how to use every major Monday CRM feature:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u2705 Contact Management<\/li>\n\n\n\n<li>\u2705 Sales Pipeline<\/li>\n\n\n\n<li>\u2705 Automations<\/li>\n\n\n\n<li>\u2705 Monday Work Management<\/li>\n\n\n\n<li>\u2705 Dashboard customization<\/li>\n\n\n\n<li>\u2705 Resource management<\/li>\n\n\n\n<li>\u2705 Kanban Board<\/li>\n\n\n\n<li>\u2705 Gantt Chart<\/li>\n\n\n\n<li>\u2705 Integrations Center<\/li>\n\n\n\n<li>\u2705 Smart Workflow Automation<\/li>\n\n\n\n<li>\u2705 Monday MCP<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Next step:<\/strong> Pick one feature and try it today.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Most people start with Contact Management.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It takes less than five minutes.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134228_b90e1b-ba, .site .entry-content 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#3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134228_daa458-b5.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134228_daa458-b5 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/monday\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Monday FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='frequently-asked-questions'  id=\"boomdevs_58\" class=\"wp-block-heading\">Frequently Asked Questions<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Is Monday a CRM or ERP?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Monday is a CRM built on a work platform. It manages contacts, deals, and projects, but it is not a full ERP system.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How to use Monday CRM effectively?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Set up your deals board first, automate status updates, then build one dashboard. Review that dashboard weekly with your sales team.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Is Monday CRM really free?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">There is a free plan for two users and a 14-day trial. Paid plans start at $9 per user each month.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">What does Monday CRM do?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It tracks leads, contacts, and deals on customizable boards. It also automates follow-ups and links closed deals to project boards.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Does Monday.com have tutorials?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Yes. Monday runs a free academy, in-app walkthroughs, and template guides. This tutorial covers the same features in a faster format.<\/p>\n\n\n\n<script type=\"application\/ld+json\">\n{\n  \"@context\": \"https:\/\/schema.org\",\n  \"@graph\": [\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-monday-crm\/#howto-getting-started\",\n      \"name\": \"How to Get Started with Monday CRM\",\n      \"description\": \"Create your Monday account and enable the CRM workspace\",\n      \"totalTime\": \"PT3M\",\n      \"step\": [\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Create Your Account\",\n          \"text\": \"Go to the Monday website, click Get Started, and enter your work email and password.\",\n          \"position\": 1\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Enable the CRM Workspace\",\n          \"text\": \"Open the product menu and add monday sales CRM to your account.\",\n          \"position\": 2\n        },\n        {\n          \"@type\": 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Every step below comes from real hands-on [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":33210,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"off","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[402],"tags":[932,1182],"class_list":["post-33237","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-monday","tag-autolink","tag-how-to"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.fahimai.com\/de\/wp-json\/wp\/v2\/posts\/33237","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.fahimai.com\/de\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.fahimai.com\/de\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/de\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/de\/wp-json\/wp\/v2\/comments?post=33237"}],"version-history":[{"count":0,"href":"https:\/\/www.fahimai.com\/de\/wp-json\/wp\/v2\/posts\/33237\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/de\/wp-json\/wp\/v2\/media\/33210"}],"wp:attachment":[{"href":"https:\/\/www.fahimai.com\/de\/wp-json\/wp\/v2\/media?parent=33237"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.fahimai.com\/de\/wp-json\/wp\/v2\/categories?post=33237"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.fahimai.com\/de\/wp-json\/wp\/v2\/tags?post=33237"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}