Uploaded December 2025 | Updated September 2026, 1 week ago
New to monday CRM? This webinar walks you through everything you need to start managing leads, tracking deals, and automating your sales process — all in one place. You’ll learn how to structure your workspace for clarity and momentum from day one.
What you’ll learn:
How to organize your leads and track your pipeline.
How to automate follow-ups and routine tasks.
How to use integrated email to stay on top of communication.
How to get the most out of your CRM dashboard.
Agenda:
Intro to monday CRM and workspace structure.
Building and managing your CRM board.
Using email and automations to speed up your sales cycle.
Tracking deals and measuring progress.
New to monday CRM? This webinar walks you through everything you need to start managing leads, tracking deals, and automating your sales process — all in one place. You’ll learn how to structure your workspace for clarity and momentum from day one.
What you’ll learn:
How to organize your leads and track your pipeline.
How to automate follow-ups and routine tasks.
How to use integrated email to stay on top of communication.
How to get the most out of your CRM dashboard.
Agenda:
Intro to monday CRM and workspace structure.
Building and managing your CRM board.
Using email and automations to speed up your sales cycle.
Tracking deals and measuring progress.
