Workspace and CRM Creation
2 days ago

Job summary
We're a real estate development firm building out our CRM inWe currently use the Work Management / Workspace setup to track tasks throughout the development process,
and we're now implementing the Monday CRM module.We want to use Monday CRM to:Capture and organize incoming leads
Automate follow-ups and reminders
Track all lead-related activities and tasks through pre-underwriting
Once a lead reaches the Underwriting stage,
Job description
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