How to Manage Leads on Monday.com 2026 (Track Prospects Step-by-Step)

Описание: How to Manage Leads on Monday.com 2026 (Track Prospects Step-by-Step)

how to manage leads on monday.com using sales boards, automations, and CRM workflows that make tracking prospects simple. This tutorial walks through how to set up a lead management board, organize follow-ups, and move deals through your sales process.

In this monday.com lead management guide, you’ll learn:

How to build or use the Lead Management template

How to capture leads using forms, imports, and integrations

How to organize prospects with statuses, groups & tags

How to assign owners, set reminders, and track follow-ups

Optional automations to move leads between stages

How to sync data with Sales CRM, email tools & dashboards #mondaycom