Build In development
Your own layouts and reports
An owner changes what each role sees and reports on their own fields. Each change is previewed before it is saved.
SettingsBuildFrom the design
Pipelines2 pipelinesOpen
Fields7 of 100Open
Form routing3 formsOpen
Shared views4 viewsOpen
Record layoutsWhat each role seesWith Build
HistoryChanges, with who made themWith Build
Custom reportsFrom your own fieldsComing
Custom objectsEquipment, roomsComing
Enquiry12
Clara BenoitJoin Now form
Amir HaddadWebsite
Called8
Jonah ReyesCalled today
Priya NairLeft a message
Tour bookedRenamed
Dana WhitlowFriday 4:30 PM
Owen ParkSaturday 10:00 AM
Trial classNew stage
Empty. No one has moved here yet.
SourceNext callKid's age
Preview with your real leadsThe new stage is empty, and nothing is saved until you press Save.
Save these changes3 changes
RenamedToured to Tour booked
AddedTrial class, after Tour booked
AddedKid's age on the card
CancelSave
Saved as version 14Undo
Saved changes appear in History, with who made them.
Most of it comes with Engage
Engage already holds what most businesses need. Build is for a business that needs more than that.
With EngageToday
- Several pipelines, each with stages you rename, reorder and add
- Up to 100 fields of your own for each kind of record
- Saved views and email templates
- Permission sets for each role
With BuildIn development
- What each role sees on a record
- History, so every change can be put back
LaterComing
- Reports built from your own fields
- Things of your own, such as equipment or rooms
Putting a change back
Each save is a version showing who made it and what changed. Restoring one makes it the newest, so nothing is lost.
SettingsBuildHistoryFrom the design
Version 14PipelineLeila Haddad, today 10:423 changes
Version 13FieldsLeila Haddad, yesterday1 change
Version 12PipelineMarcus Reid, Tuesday2 changes
Restore version 12The pipeline goes back to how it was. 2 stages come back, and any leads in a stage that goes move to Called.
RestoreVersion 15PipelineRestored from 12Newest
Would Build help your business?
Tell us where Monody's defaults do not fit how you run. What customers ask for decides what we build next.