This article is focused on answering Does Monday.Com Integrate With Salesforce …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you three specific on boards which are usage cases for banner and landing page requests consider it more like imaginative demands from designers material so on and so forth copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and after that i wish to show you a sneak a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you guys that too and finally i’m going to reveal you dashboards um so let’s start in a minute i simply wish to bring up the um thing that i wished to show you people so i have it open and after that we’re going to begin awesome all right let’s begin and landing page request i’m presuming
you men i’m simply gon na show um speak about the essentials truly rapidly but i make sure you men know that this is a board every one of these are called a group and each row is called an item today we’re going to review combinations automations views and a lot more enjoyable stuff so the method i divided my board here is between months however you can do this in between clients or tasks and it really simply depends on your workflow and the way we did it here to you can do it any way you want however a cool way to get a brief before working on an imaginative request is using the type so a form basically takes all your columns and makes it a link that other people can submit which they can upload files um a text column of like what they’re looking for the size of uh the banner that they want the designer to produce and i’ll alright let me show you how to develop a kind however essentially this form is available in here and after that the group lead of the creative design group or any other team can designate a particular designer to deal with it so let me reveal you people how to create and include a form if anything is too fast or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you people inspect the view area due to the fact that it’s simply another method to reveal um all your products simply see things on a calendar or in a chart or you want a file view another way to see um specific things on your board so close the kind view and like i said it takes specific columns not the individual column naturally but other columns that you can conceal or make um viewable for the person that is going to be offered the type they can submit this file if you wish to need it you can constantly do a checkbox and then they can’t submit the kind without filling this info in so you can actually simply produce any column with anything that you people need when a creative demand is available in make it a type share the type preview the program you guys how a type appears like um the name of the demand you want you wish to include a particular short with a specific i understand each business has a particular structure that
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they use um when do you require it by the top priority and so on and so forth um you can take this link after put one second let me click the form i can share it i can get this link or embed it in a website copy it send it to whoever let’s simply make look i’ll just reveal you men let’s fill it in and you can see um webinar demand test i can include a certain apply for example today whatever is in the preparation concepts phase and i require the innovative department to assist me it’s right now where i’m working on it i require it by may 23rd and it’s in greatest concern i wish to send it and let me show you people how it is available in on the board webinar demand test so it’s always going to enter the first group which is essential to know and then it can be called requests or ideas can be found in and after that i can just proceed take it and move it to a specific group that i believe it matters for in this case it needs to be done by may so i’m going to keep it in this group i can move it to another board or another group depending upon how you detail your workflow just to make sure you men are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes awesome awesome awesome i’m glad you guys are listening and understand whatever excellent um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll discuss them as well today i’ll just give like a quick summary this is the individual column as you people understand we have our seven core columns here and after that we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it also on the item itself and also as a view we’ll get to that um soon um dale you simply ask presuming one form can populate numerous columns on one board yes dell you are proper every column that you produce can be nearly every column you create can be in a kind view and individuals can fill it out and it is available in as an item on the board fantastic so this is our column center what we use here is a top priority one we named it concern however it’s generally a rating column um we have actually a. Does Monday.Com Integrate With Salesforce
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Does Monday.Com Integrate With Salesforce