Workspace and CRM Creation

Only for registered members United States

2 days ago

Default job background
$12 - $35 (USD) per hour

Job summary

We're a real estate development firm building out our CRM in
We 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,


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