SalesRadar AI

App Setup

This section will guide you on how to add the AI Lead Suggestion view and the Competitor Analysis board to the monday workspace.

1. Add Lead Suggestion View

Step 1: Go to the Leads board and open any lead item view.

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Step 2: Click the Add View button.

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Step 3: Click on Explore more views.

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Step 4: Search for the Lead Suggestions item and click the Add to item button.

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Step 5: The Lead Suggetion tab will be added to your lead items list.

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2. Add Competitor Analysis Board

Step 1: Click on the '+' button.

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Step 2: Select installed apps and click on the Competitor monitoring board.

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The competitor monitoring feature will be added to your workspace.

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