RightBound app for monday.com

Step 1: Install the App

Visit monday CRM's Marketplace and select the app Find Leads & Contact Info by RightBound.

Step 2: Select a Workspace 

Choose your desired workspace (or workspaces) to add the app to, and click "Add app".

Step 3 (for monday work management users only):

If you're using monday work management (and not monday CRM), you will need to map your boards:

•  Select your "Accounts" board, your "Contacts" board, and your "Leads" board
• Click "Save"
  

Set your target persona 

Use the "Persona Builder" tab to set your desired target audience - this will define the new leads our app will source for you. 

* Select functions (eg "Inside Sales" and "Sales")

* Select seniorities (eg "VP", "Head", "Director", "Manager")

* Select locations (eg "United States")

* Optionally, set titles to exclude, keywords in LinkedIn to include, keywords in LinkedIn to exclude.

Complete missing lead info

To add information such as current role, tenure, LinkedIn profile, and company information - select "Refresh" in the "RightBound Action" column.

The information will be added automatically for each new contact that you add to your board.

Find email and mobile phone number

To add email for records, select select "Find Email" in the "RightBound Action" column.

To add mobile phone numbers for records, select "Find Phone" in the "RightBound Action" column.

To add both email and mobile phone numbers for records, select "Find Email+Phone" in the "RightBound Action" column.

Find new similar contacts 

To expand your reach into an account so your reps can multi-thread, find additional people similar to an existing record by selecting "Find Similar Contacts" in the "RightBound Action" column.

Add an account and start prospecting

Step 1: On the "Accounts" tab, click "New Account" and type the account name. You may also import a file of multiple accounts.

Step 2: Under the "RightBound Action" column, select "Find Contacts".

 Note: it is mandatory to define your target persona before  starting to prospect accounts.

Get notified when your contacts change jobs

To track a contact, select "Track" Under the "RightBound Action" column.