Boost Your Sales with Efficient CRM Sales Lead Management

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capturing leads from excel is awesome but it's not the only option that we have for example we have the form the form is basically all of the information that we need on the mandate.com board all of the columns but in a form view this view is highly customizable we can hide it we can make it required we can do whatever we want to this and what we can do is we can take this form and either send it to a specific customer or we can embed it on their on your website so any time that a user wants to reach out to you you can automatically have it on your website what does this look like all you need to do is click preview and you can see exactly how it looks like you can even add your own logo you can change the color background you can make it yours in order to in order to increase your conversion but we have more than that it's not just the form views we also integrate with places like um chart form with facebook leads and let me show you what that looks like so simply click on integrate and you can see all of the different integrations that we have but we're specifically interested in facebook leads let's go there let's click on facebook leads and as you can see as a lead a form is submitted on facebook leads it will automatically create an item in monday.com or let's look at the other options that we have so for example jotform let's click into that and as you can see it's the same thing when a form is submitted through jotron create an item in this in creating an update in this item create a new item itself what you can do is you can pull all of the resources that you have so through the excel through facebook your jot form whatever it is bring it into my com into one place and then be able to distribute it out to your different account managers qualify them and really fit your workflow so the system is working for you and you're not working for the system