How do I connect Monday.com and Agile CRM?

You can manage your budget with monday.com in a few ways like creating a board, adding columns and automations, using budget and expense tracking templates and using conditional coloring etc.

Sales representatives can be added to Monday.com by automatically assigning them to imported leads. You can also change how representatives are assigned to leads by going to the automations center on the leads board.

Using the 'Automation' functionality In Monday.com, you can manage tasks easily and efficiently. This functionality allows you to configure automatic actions that are triggered by specific events within your workflow.

Monday.com is a flexible project management platform using which one can manage tasks, projects, and teams. Some of its features include Time tracking, Gantt charts and Kanban boards.

To integrate your email with Monday.com, follow the steps given below:

• Open your Monday.com account
• Navigate to Settings
• Hit ‘Emails & Activities’
• Press on the ‘+ Add account’ button
• Choose your email provider from the list
• Hit ‘Connect’
• Follow the on-screen instructions to integrate your email account with Monday.com