Expert settings of monday.com tables
223 USD We need a person who understands how we work with CRM monday.com
our task is to set up accounting and integration processes for each manager to make it convenient
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3 days223 USD
75 3 days223 USD
Good day!
I work with data structuring, CRM processes, and setting up logical accounting systems.
I know Monday.com at the level of building workboards, automations (when → do → whom), statuses, filters, and structuring tasks for each manager.
I am ready to set up a transparent and convenient accounting process for you:
create the correct table structure for your processes
set up statuses, responsible persons, and fields
add automations ("when status changes → create task/reminder")
make separate views and filters for each manager
improve the logic so that the system works quickly and without duplication
… To assess the scope of work, please let me know:
Is there an existing structure in Monday, or does it need to be built from scratch?
Are integrations with email/forms needed, or only internal automations?
How many managers need to be set up?
I can start immediately after clarifying the details.
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