How to Customize a CRM Board in Monday.com

‍

Customizing a CRM board in Monday.com helps you organize contacts, deals, and sales activities based on your workflow.

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