Monday.com Help

We are seeking an experienced professional to assist with the initial setup of Monday.com for our small construction company. The platform will be utilized by four sales staff to efficiently track new inquiries, quotes sent, follow-ups, and client decisions regarding project progression. The setup should facilitate easy management, enabling visibility into the number of quotes dispatched and the overall sales pipeline. Additionally, we require the capability to transfer successful deals into a separate board for streamlined job management. A comprehensive, step-by-step guide on optimizing the platform's use is also needed. We want to use from tomorrow so a prompt assistance is appreciated. Likely ongoing work with any queries we have moving forward with it.

Budget: GBP 75 (Fixed Price)

Proposals: 18 freelancers have applied