Migrate from LeadManaging to monday CRM

LeadManaging leads map 1:1 to Monday CRM People board items. Each lead record (name, email, phone, source, status) becomes an Item row. The primary email address becomes the Monday CRM Person's email column; multiple lead sources collapse to a single Source column in Monday CRM.

LeadManaging's fixed lead stages such as New, Contacted, Qualified, and Converted map directly to Monday CRM Status column values on the People board. We create the Status column with the exact same label names your team uses in LeadManaging, preserving the visual pipeline feel on the People board. Each stage label appears as a distinct color-coded option in the Status column dropdown.

When LeadManaging differentiates between raw leads and engaged prospects, FlitStack AI routes them to separate Monday CRM boards or applies a Prospect tag within the People board. This segmentation preserves your existing lead qualification workflow without forcing a one-size-fits-all board structure. The routing logic is based on the LeadManaging status field values that indicate active engagement.

LeadManaging property records map to Monday CRM Companies board items. Property name becomes the Company name; address, unit count, and property type map to custom text or number columns. We preserve the property-level grouping so each apartment community is a distinct Company record that can be linked to multiple Deal and Person items.

LeadManaging links leads to specific properties. In Monday CRM, we use a Link column on the Person item pointing to the relevant Company record, or create a Person-Property association board. The original property assignment is preserved so you know which unit the prospect toured.

LeadManaging lease deals map to Monday CRM Deal board items. The deal name, lease amount, move-in date, and term length translate to individual columns in Monday CRM. The Deal board represents your highest-priority migration target because it carries the full revenue pipeline history — including closed-won and closed-lost deals — into Monday CRM for pipeline analytics and forecasting.

LeadManaging's deal stages (Inquiry, Touring, Application, Approved, Lease Signed, Moved In) map to Monday CRM Deal Status column values. We replicate the exact stage names, their color assignments, and the sequential order so your pipeline view in Monday CRM mirrors the LeadManaging funnel exactly — agents see the same stage progression they are familiar with.

LeadManaging deal owners (leasing agents) resolve by email match against Monday CRM workspace members. We match on email address first since that field is consistently populated; any owners who do not have Monday CRM accounts are flagged in the pre-migration checklist with instructions for your admin to create accounts before migration finalizes.

LeadManaging activity logs (calls, emails, notes, tours) migrate as Updates or separate Activity Items on the relevant Person or Deal board in Monday CRM. Original timestamps and owner names are preserved so your team can review the complete prospect engagement history after migration. Activity text content becomes the Update body text in Monday CRM's activity feed.

LeadManaging custom lead properties (e.g., referral source detail, preferred move-in date, bed/bath preference) map to Monday CRM custom Columns. We infer the appropriate column type (date, number, text, dropdown) from the property's data format and create the column in the target board before migration.

LeadManaging custom deal properties (e.g., concessions offered, security deposit amount, pet policy) become Monday CRM custom Columns on the Deal board. Each column type is inferred from the source data format — date fields become date columns, pick-lists become dropdown columns.

LeadManaging file attachments (lease documents, ID scans, applications) download and re-upload into Monday CRM's File column on the relevant Item. File size limits per Monday.com plan apply (typically 250MB per file on Standard and above). We flag any files exceeding these limits before migration runs.