SalesRadar AI

Installation

This section contains the installation procedure for the Sales Radar AI app.


Follow the steps below to install the app using the URL:

Step 1: Log in to monday.com.

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Create a new workspace or add the app to your existing workspaces.

Step 2: Click on dropdown and click on Add new workspace.

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Step 3: Enter the Workspace name -> Choose Privacy requirements -> Click on Add Workspace.

  1. Privacy requirements are selected as Open by default, which allows your team members to join the board.

  2. Select the Closed option to prevent team members from joining the board.

Step 4: Select the Workspace and click on Install.

  1. If you select the All Workspaces option, the app will be available on all current and future workspaces.

  2. If you select the Specific Workspaces option. You have to choose the Workspaces from the dropdown; the app will be limited to those workspaces only.

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The Sales Radar AI app will be installed into the selected workspaces.


Uninstall the App

The steps to uninstall the app are as follows:

  1. Go to the monday Marketplace. Search for the Sales Radar AI app. Click on the app.

  2. Click on the dropdown and Uninstall the app.

Reinstall the App

After uninstalling, you can re-install the app using the simple steps:

  1. Go to the monday Marketplace. Search for the Sales Radar AI app. Click on the app.

  1. Click on Install.

The app will be re-installed.