Customizing a CRM board in Monday.com helps you organize contacts, deals, and sales activities based on your workflow.
- Log in to your Monday.com account and open your workspace dashboard.
- Open the CRM board you want to customize from the left sidebar.
- Click the three-dot menu (...) on the board and select Add group to create a new section for your CRM pipeline.
- Click on the group name field to give your new group a meaningful title.
- Assign a color to the new group to help visually organize your CRM stages.
- Choose the column type that fits your CRM needs, such as Status, People, or Timeline.
- Adjust the statuses and labels to track your deals more accurately.
- You have now successfully customized your CRM board in Monday.com.
