[Monday CRM Sales Pipeline Optimization](https://freelancer.com/projects/monday-com/monday-crm-sales

[Monday CRM Sales Pipeline Optimization](https://freelancer.com/projects/monday-com/monday-crm-sales-pipeline-optimization.html) I already run all of our leads, quotes and job bookings inside Monday.com, but the way the boards and automations are wired is getting in the way of smooth sales-pipeline tracking. I want the entire flow—from new enquiry through to a booked job—to feel effortless and to give me instant visibility of where each deal sits, what parts are required and whether we actually have those parts on hand. Here is what I need done: • Restructure the existing boards so the pipeline stages are crystal-clear and automatically update when a deal moves or stalls • Introduce or refine automations that eliminate double entry and flag follow-ups at the right moment • Build a...