Скачать или смотреть 🧩 Monday CRM Boards Decoded! How the Default Setup Was Actually Meant to Work 🔧

Hey Monday users! 👋

If you’re using Monday CRM straight out of the box — with the default Leads, Accounts, Deals, and Contacts boards — you might be building on shaky ground. 😬

In this video, I break down exactly why the default Monday CRM setup can cause chaos as your workflow grows — and how to fix it before it becomes a headache. 💥

You’ll see why those default boards don’t always fit real-world processes, how they overlap in confusing ways, and what to do instead to keep your CRM clean, connected, and scalable.

💡 I’ll show you how to:
✅ Rethink how you manage Leads vs Deals for a smoother flow
✅ Keep Contacts and Accounts properly linked (without duplicate data!)
✅ Streamline automations to cut out unnecessary manual steps
✅ Build a setup that actually supports your sales process, instead of fighting it

If you’re tired of wrestling with Monday’s defaults and want a system that feels effortless and logical — this one’s for you. 🙌

Let’s turn that default chaos into clarity. 🧭

⏱️ TIMESTAMPED CHAPTERS

00:00 – Introduction: The Default CRM Dilemma
01:12 – Examining the Leads Board
03:56 – The Role of the Deals Board
09:47 – Accounts vs Companies (What’s the Difference?)
16:50 – Streamlining Contact Management
21:37 – Final Thoughts & Smarter CRM Setup

CLICKABLE/SEARCHABLE TRANSCRIPT ‪@ClickHereProduction‬ https://www.patreon.com/posts/monday-...