Is Monday.Com Good For Sales – Work Without Limits

This article is focused on answering Is Monday.Com Good For Sales …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 particular on boards which are usage cases for banner and landing page demands think of it more like innovative requests from designers content 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 go over marketing project 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 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 reveal you men that as well and lastly i’m going to show you dashboards um so let’s start in a minute i simply want to bring up the um thing that i wished to show you guys so i have it open and then we’re going to start remarkable all right let’s start and landing page demand i’m presuming

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you people i’m just gon na reveal um discuss the essentials actually rapidly but i’m sure you people understand that this is a board every one of these are called a group and each row is called a product today we’re going to review integrations automations views and a lot more enjoyable stuff so the way i divided my board here is in between months but you can do this between jobs or clients and it actually just depends on your workflow and the method we did it here to you can do it any way you desire but a cool way to get a brief before dealing with an innovative demand is utilizing the type so a form basically takes all your columns and makes it a link that other people can complete which they can publish 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 okay let me reveal you how to develop a type but essentially this kind comes in here and after that the team lead of the innovative style team or any other team can designate a certain designer to deal with it so let me show you men how to produce and add a kind 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 include view i recommend you guys examine the view area since it’s simply another method to show um all your items just see things on a calendar or in a chart or you want a file view another way to see um certain things on your board so close the type view and like i stated it takes specific columns not the individual column obviously but other columns that you can hide or make um viewable for the person that is going to be offered the form they can publish this file if you wish to need it you can always do a checkbox and after that they can’t submit the kind without filling this details in so you can really just develop any column with anything that you people require when an innovative demand comes in make it a kind share the form sneak peek the program you people how a form appears like um the name of the demand you want you want to include a specific quick with a certain i know each company has a certain structure that

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they use um when do you require it by the priority and so on etc um you can take this link after put one 2nd let me click the kind 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 simply show you people let’s fill it in and you can see um webinar request test i can add a certain declare example today everything is in the preparation concepts phase and i need the creative department to assist me it’s right now where i’m working on it i need it by may 23rd and it’s in highest priority i want to submit it and let me reveal you people how it is available in on the board webinar demand test so it’s always going to come into the very first group which is necessary to know and after that it can be called requests or concepts being available in and after that i can simply proceed take it and move it to a certain group that i think it matters 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 outline your workflow just to ensure you people are all with me um is this clear um right in the chat yes or no if you comprehended the kind 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 men are listening and understand everything great um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll discuss them also but now i’ll simply offer like a short introduction this is the person column as you guys understand we have our seven core columns here and after that we have more interesting 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 quickly um dale you simply ask presuming one type can populate several columns on one board yes dell you are appropriate every column that you create can be nearly every column you produce can be in a kind view and people can fill it out and it can be found in as an item on the board terrific so this is our column center what we use here is a concern one we named it priority however it’s basically a rating column um we have a. Is Monday.Com Good For Sales

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file column and we have a tags column what i enjoy about the tag column is if i click on this today 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 people how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a particular job i’m working on i can merely connect them with tags and after that i can cross board search it to what it’s relevant for so i find that incredibly cool and i love i like the tech college let me simply get out of here [Music] all right um [Music] and yeah and i’m not sure if you men understand what this is however this is a status column and this is a date column and the way i linked them together and did deadline mode is let me reverse this so i might show you people get rid of due date mode essentially what i wish to do i wish to set as due date i want to take the status column but i could take any status column i have for example the. Is Monday.Com Good For Sales