Module 5 : Advanced Customization and Automation
Using Monday’s automation tools to enhance CRM functionality for client-specific
Module 4 : CRM Dashboards and Reporting
Building and customizing dashboards for real-time data visualization and reporting.
Module 3 : Creating Custom Workflows
Step-by-step instructions on creating tailored workflows to streamline sales and
Module 2 : Sales Cycle Management
Techniques to organize, track, and manage sales processes within Monday
Module 1 : Introduction to Monday CRM
Overview of Monday CRM functionalities and system setup for enterprise
