Does Salesforce Integrate With Outlook – Work Without Limits

This article is focused on answering Does Salesforce Integrate With Outlook …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 three specific on boards which are usage cases for banner and landing page requests consider it more like imaginative requests from designers content so on and so forth copywriters um a social networks preparation and style 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 e-mail marketing um integrity that we have with mailchimp and after that i want to show you a sneak a preview of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll show you men that too and lastly i’m going to show you dashboards um so let’s begin in a minute i simply wish to pull up the um thing that i wanted to show you guys so i have it open and then we’re going to start amazing all right let’s start and landing page demand i’m assuming

 

you people i’m simply gon na show um talk about the fundamentals really quickly however i make sure you men know that this is a board each one of these are called each row and a group is called a product today we’re going to go over combinations automations views and a lot more enjoyable stuff so the method i divided my board here is between months but you can do this in between tasks or customers and it really simply depends upon your workflow and the method we did it here to you can do it any way you want however a cool way to get a short before working on an imaginative demand is utilizing the form so a form essentially takes all your columns and makes it a link that other individuals can fill out which they can upload files um a text column of like what they’re trying to find the size of uh the banner that they desire the designer to produce and i’ll okay let me show you how to develop a type but generally this form comes in here and after that the group lead of the creative design group or any other group can appoint a specific designer to deal with it so let me reveal you people how to add a type and produce if anything is too quick or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you guys inspect the view section due to the fact that it’s just another way to reveal 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 particular things on your board so close the form view and like i stated it takes specific columns not the person column of course but other columns that you can hide or make um viewable for the person that is going to be given the form they can upload this file if you wish to need it you can constantly do a checkbox and then they can’t submit the type without filling this information in so you can actually simply develop any column with anything that you guys require when an imaginative request comes in make it a kind share the type preview the show you guys how a kind looks like um the name of the demand you want you wish to include a certain short with a certain i understand each business has a particular 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 form i can share it i can get this link or embed it in a website copy it send it to whoever let’s just make look i’ll just reveal you men let’s fill it in and you can see um webinar request test i can include a particular declare example today everything is in the planning ideas stage and i require the innovative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it remains in highest priority i wish to send it and let me show you guys how it can be found in on the board webinar request test so it’s constantly going to enter into the very first group which is essential to understand and then it can be called ideas or requests coming in and after that i can just go ahead take it and move it to a certain group that i believe it’s relevant for in this case it requires 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 on how you describe your workflow just to make sure you people are all with me um is this clear um right in the chat yes or no if you understood the type and it’s interesting to you simply compose yes so i can get feedback while you people are listening yay yes yes incredible amazing remarkable i’m glad you guys are listening and comprehend everything fantastic um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll review them also but now i’ll just offer like a brief summary this is the individual column as you men understand we have our 7 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 likewise on the product itself and also as a view we’ll get to that um quickly um dale you simply ask assuming one form can populate a number of columns on one board yes dell you are proper every column that you create can be nearly every column you develop can be in a kind view and individuals can fill it out and it comes in as a product on the board fantastic so this is our column center what we use here is a priority one we called it concern however it’s basically a score column um we have a. Does Salesforce Integrate With Outlook

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file column and we have a tags column what i love about the tag column is if i click this right now it’s going to do a cross board search about every board i have on my um account and it’s going to browse facebook it’s going to do a cross board search let me reveal you men how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a certain task i’m dealing with i can merely link them with tags and after that i can cross board search it to what it’s relevant for so i find that super cool and i love i like the tech college let me simply get out of here [Music] alright um [Music] and yeah and i’m not sure if you people know what this is however this is a status column and this is a date column and the way i connected them together and did deadline mode is let me reverse this so i might reveal you men remove deadline mode generally what i wish to do i wish to set as due date i wish to take the status column but i might take any status column i have for example the. Does Salesforce Integrate With Outlook