Monday.com Dropdown Template for CRM Pipeline

CRM Pipeline Template Overview

Manage sales deals with cascading stages and automated notifications.

Board Structure

Groups

• New Leads
• Active Deals
• Closed

Columns

Column	Type	Purpose
Deal Name	Text	Track deal name
Company	Text	Track company
Stage	Dropdown	Options: Lead, Qualified, Discovery, Proposal, Negotiation, Closed Won, Closed Lost
Value	Number	Track value
Owner	Person	Track owner
Source	Dropdown	Options: Inbound, Outbound, Referral, Partner, Event
Close Date	Date	Track close date

## Dropdown Configuration

Stage

Options: Lead → Qualified → Discovery → Proposal → Negotiation → Closed Won → Closed Lost

Source

Options: Inbound → Outbound → Referral → Partner → Event

Zorpa Automation Rules

Install Zorpa and configure these rules:

• When Stage changes to Proposal → notify sales manager + create proposal task
• When Stage changes to Closed Won → notify onboarding team + update forecast
• When Stage changes to Closed Lost → trigger loss analysis survey

How to Set Up

• Create a new Monday.com board
• Add the columns listed above (dropdown columns with the specified options)
• Create the groups: New Leads, Active Deals, Closed
• Install Zorpa from the Monday Marketplace
• Open Zorpa Board View and add the automation rules above
• Test each rule with sample data

Customization Ideas

• Add more dropdown options based on your specific workflow
• Create additional Zorpa rules for edge cases
• Set up cross-board sync if you use multiple related boards
• Add cascading dropdowns for category → subcategory relationships