Best practices for logging calls and emails in monday.com CRM in 2024

Learn the best ways to log your calls and emails when using monday.com and the monday.com CRM solution with enable's Head of monday.com, Alex.
Original Webinar Broadcast Date: 28th November 2023
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[@user-vr5vn9he9h]

Awesome video

[@user-js4ys8pr9c]

Thanks for the video, very informative! Would you happen to know if there is a way to export the email and activities notes?

[@enable.services7028]

Thank you for the kind words!
For exporting email and activity notes, if you export the board to Excel, you can choose the option to include Updates. This should pull through notes from the email and activities attached to items in a separate sheet.
Exporting a board can be done via the three dots next to the Invite button, More Actions, and then Export Board to Excel. This will provide a .xlsx file which can be loaded into any spreadsheet software (including Google Sheets).
We hope that helps!