This article is focused on answering Crm Project Management Software …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you 3 specific on boards which are usage cases for banner and landing page requests think about it more like innovative demands from designers material so on and so forth copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i want to show you an in e-mail marketing um integrity that we have with mailchimp and then i wish to show you a slip a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you men that as well and finally i’m going to reveal you control panels um so let’s begin in a minute i just want to bring up the um thing that i wished to show you people so i have it open and then we’re going to begin awesome alright let’s start and landing page request i’m assuming
you men i’m simply gon na reveal um discuss the essentials truly quickly however i make certain you people know that this is a board every one of these are called each row and a group is called an item today we’re going to review integrations automations views and a lot more fun stuff so the way i divided my board here is in between months but you can do this in between customers or tasks and it actually just depends on your workflow and the method we did it here to you can do it any way you desire however a cool way to get a quick prior to working on an imaginative demand is using the kind so a form generally takes all your columns and makes it a link that other people can complete which they can upload files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to create and i’ll fine let me show you how to produce a kind however basically this form comes in here and then the group lead of the creative design group or any other group can assign a particular designer to work on it so let me show you guys how to create and add a type if anything is too fast or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you men examine the view area due to the fact that it’s just another method to show um all your items simply see things on a calendar or in a chart or you want a file view another method to see um specific things on your board so close the type view and like i stated it takes particular columns not the individual column obviously but other columns that you can conceal or make um viewable for the individual that is going to be provided the form they can submit this file if you wish to need it you can always do a checkbox and then they can’t send the kind without filling this details in so you can really just create any column with anything that you men require when an innovative request comes in make it a kind share the form preview the program you people how a kind appears like um the name of the request you desire you want to add a particular short with a particular i understand each business has a certain structure that
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they use um when do you require it by the concern and so on etc um you can take this link after put one second let me click the type i can share it i can get this link or embed it in a site copy it send it to whoever let’s simply make look i’ll just reveal you people let’s fill it in and you can see um webinar demand test i can include a specific apply for example right now everything is in the preparation concepts stage and i require the creative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it’s in greatest concern i want to send it and let me reveal you men how it can be found in on the board webinar demand test so it’s always going to enter the very first group which is important to know and then it can be called demands or ideas being available in and after that i can just go ahead take it and move it to a particular group that i believe it’s relevant for in this case it requires to be done by might so i’m going to keep it in this group i can move it to another group or another board depending on how you describe your workflow simply to make sure you people are all with me um is this clear um right in the chat yes or no if you comprehended the form and it’s interesting to you just compose yes so i can get feedback while you people are listening yay yes yes amazing remarkable amazing i’m glad you men are listening and comprehend whatever excellent um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll review them too but now i’ll just offer like a short summary this is the individual column as you people know we have our 7 core columns here and after that we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it likewise on the item itself and also as a view we’ll get to that um soon um dale you just ask assuming one form can occupy several columns on one board yes dell you are proper every column that you produce can be almost every column you produce can be in a kind view and individuals can fill it out and it comes in as a product on the board excellent so this is our column center what we use here is a top priority one we named it priority but it’s essentially a rating column um we have actually a. Crm Project Management Software
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Crm Project Management Software