Migrate from Sales Mantra to monday CRM

Sales Mantra Lead records map to Monday.com CRM Leads with contact details, status fields, and source attribution preserved. Active Leads with recent activity map directly; Leads with stale last-contact dates receive a status flag for manual qualification review in Monday.com CRM, which has no native lead scoring or enrichment feature. We map Sales Mantra's lead source field to a Monday.com CRM text column.

Sales Mantra Account records map to Monday.com CRM Organizations with account name, address, industry classification, and any exported custom fields preserved. The Organization becomes the parent record for linked Contacts and Deal Items. Monday.com CRM Organizations do not support hierarchical parent-account structures; multi-level account hierarchies from Sales Mantra flatten to a single Organization level.

Sales Mantra Deals map to Monday.com CRM Items on a Deals board. Deal name becomes the Item name, deal value migrates as a currency column, and expected close date becomes a date column. We configure the board's group-based pipeline stages to match Sales Mantra's deal stage names during schema setup. The Item links to the CRM Organization and CRM Contact records resolved from the original Account and Contact lookups.

Sales Mantra's deal pipeline stages map to Monday.com CRM board groups. Each Sales Mantra pipeline becomes a separate CRM board with groups representing the stage progression. We configure probability percentages as a numeric column if deal-stage probabilities need to be visible on the Item, since Monday.com CRM does not store probability natively on pipeline stages.

Sales Mantra Activity records (calls, emails, meetings, tasks, notes) linked to Contacts or Deals map to Monday.com CRM Updates on the relevant CRM Contact or Deal Item. We preserve the activity type, timestamp, owner assignment, and notes content. We audit activity completeness during the data audit phase because not all Sales Mantra activity types may appear in the standard CSV export; any gaps are flagged for the customer before production migration.

Sales Mantra's contact classification custom fields (multi-value, delimited, or non-standard format columns) map to Monday.com CRM custom columns on the CRM Contact item. We audit each classification column during the data audit phase, split any malformed delimited values into properly typed columns (text, multi-select, number), and normalize dates and phone formats before loading. Classification logic that relied on Sales Mantra's internal UI state is preserved as column values rather than conditional rules.

Sales Mantra Owner names and IDs map to Monday.com CRM Team Members by email match. We extract the distinct Owner list from Deals and Activities, resolve each by email against the destination Monday.com CRM workspace members, and map Owner assignments to Item subscribers or assignees. Owners without a matching Monday.com CRM account go to a reconciliation queue for the customer's admin to provision before record import.

Sales Mantra document attachments linked to Accounts or Deals export as file references or URLs in the CSV. Monday.com CRM does not have a native document management system; we preserve file URLs as a text column on the relevant Organization or Deal Item for manual download. Documents stored as internal platform references without exportable URLs require a separate manual extraction or Sales Mantra team bulk file request before migration.