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How to add your account to CRM
Elevating Education, Everywhere
Click into your profile name in the top ri
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How to import contacts from outlook
Elevating Education, Everywhere
Importing contacts will create a new gr
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Log outgoing email
Elevating Education, Everywhere
If you click on your profile on the top rig
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Adding tags to contacts
Elevating Education, Everywhere
You can add tags to contact and then filter
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Share Access to your Account
Elevating Education, Everywhere
On the CRM you can choose whether you want
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Monday.com Emails & Activities / Updates
Emails & Activities
This section is designed to capture external interactions with your contacts,