monday.com CRM Quick‑Start Guide & Best Practices | TekConnected

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monday.com CRM Quick-Start — the TekConnected Way

Ready to swap spreadsheet chaos for a CRM that actually pulls its weight? Let’s crack on.

Spin up your monday.com account

  • Hit Get Started on monday.com, fire in your work email, and choose “Sales CRM” when the wizard asks what you’re here for.

  • Grab the email verification code, set a password, and name your workspace something you’ll recognise at a glance (no “Untitled 123” nonsense).

  • Invite the crew who’ll actually touch customer data—sales, ops, maybe that nosy finance bod—so every stage is visible from day one.

Pick the right starter boards

monday’s Sales CRM gives you four core boards out the box: Leads, Contacts, Deals, and Accounts. Keep them; they’re wired to talk to each other without you wrestling connectors.

  • Leads – your raw enquiries, straight from forms or imports. It ships with groups like New Leads, Qualified Leads, and Disqualified so you can spot the wheat from the chaff at a glance. (Monday Support)

  • Contacts – humans you actually chat with. Hit the Move to contacts button in the Leads board and monday copies the details across, no copy-paste gymnastics required. (Monday Support)

  • Deals – each potential sale, piped through stages in that sexy kanban view. Watch the value of your pipeline inch up every time you progress a card. (mondaywiki.com)

  • Accounts – the companies those contacts belong to. Keep them here so one firm’s many deals don’t get muddled.

If you’re drowning in complexity, clone these boards, strip out fields you’ll never use, and rename them to match your lingo (e.g., “Opportunities” if “Deals” sounds too American).

Map your current data to CRM fields

Grab a coffee, open your existing client tracker, and list every data point you actually rely on—think “contract signed date,” “support tier,” “primary WhatsApp number.” For each one:

  • System match? If monday already has a column type that fits (Status, Date, Phone), use it.

  • Custom fields – for niche stuff (e.g., “RFP version”), add a new column. Use consistent naming so integrations recognise it later.

  • Sections (Groups) – mirror your process. If your deals flow “Prospect → Proposal → Closed/Won,” rename Deal groups to match.

  • Automations – once a field is in place, set rules like “When Stage changes to Proposal, notify Sam,” so nobody drops the ball.

Import your legacy data

  • CSV upload for big lists. Match each CSV header to a monday column, then run a quick spot-check before pressing Import.

  • WorkForms if you’re still collecting fresh leads in Google Forms—swap the link out and pour them straight into the Leads board.

  • API/Make.com once you’re feeling fancy; pipe data in real-time and trigger automations the moment a lead lands.

Stress-test the flow

Chuck in three fake leads, push one to Contact, open a Deal, and tie it to an Account. That end-to-end pass proves your board links and automations actually fire. Fix anything clunky now, before real money’s on the line.

Quick-fire Q&A

Do I need the paid Sales CRM plan to follow this?

No, but you’ll hit limits on automations and subitems fast. If you’re serious about growth, spring for the pro plan.

How many boards should I start with?

Stick to the core four. Add more only when a process absolutely can’t live inside one of them.

Can I import from Excel without butchering my data?

Yep. Clean your sheet first (no merged cells, tight headers), then use monday’s CSV importer and map columns carefully.

Where do automations fit into a “quick start”?

After your fields are dialled. Build the workflow first, then automate the repetitive clicks so you’re not automating bad habits.

I’d rather someone else do the heavy lifting—options?

Give us a shout. TekConnected builds, cleans, and optimises monday workspaces for breakfast.

Final word

Getting a CRM humming shouldn’t feel like pulling teeth. Follow the steps above and you’ll have a lean, mean revenue machine in an afternoon—no developer goggles required. If you get stuck or want it done yesterday, pop over to our monday.com hub at tekconnected.io/monday-for-dummies and we’ll get you sorted.

Screenshot of monday.com Sales CRM Leads board showing status columns

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