Monday Com And Salesforce – Work Without Limits

This article is focused on answering Monday Com And Salesforce …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you 3 particular on boards which are usage cases for banner and landing page demands think of it more like imaginative demands from designers material so on and so forth copywriters um a social networks preparation and design 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 sneak a preview of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you guys that also and finally i’m going to reveal you dashboards um so let’s begin in a minute i simply wish to bring up the um thing that i wanted to show you men so i have it open and after that we’re going to start remarkable all right let’s start and landing page request i’m assuming

 

you guys i’m simply gon na reveal um discuss the fundamentals actually rapidly but i’m sure you people understand that this is a board every one of these are called each row and a group is called a product today we’re going to go over integrations automations views and a lot more fun stuff so the way i divided my board here is between months however you can do this between tasks or clients and it really just depends on 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 prior to working on a creative request is utilizing the kind so a type generally takes all your columns and makes it a link that other individuals can submit 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 produce and i’ll alright let me reveal you how to develop a form however basically this form comes in here and after that the team lead of the innovative style team or any other team can designate a particular designer to deal with it so let me reveal you men how to produce and include a kind if anything is too quick or something is not clear please write it to me in the chat and i’ll try clarify so i can go here include view i recommend you men check the view section because it’s simply 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 particular things on your board so close the kind view and like i stated it takes particular 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 provided the kind they can upload this file if you wish to need it you can always do a checkbox and then they can’t send the type without filling this details in so you can actually simply create any column with anything that you guys require when a creative demand can be found in make it a kind share the kind preview the program you men how a form looks like um the name of the demand you desire you want to include a specific brief with a particular i know each company has a specific structure that

gantt charts project management tool monday.com alternatives

they utilize um when do you require it by the concern and so on and so forth um you can take this link after put one 2nd let me click the type 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 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 remains in the planning concepts phase and i need the innovative 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 wish to submit it and let me reveal you people how it can be found in on the board webinar request test so it’s always going to come into the first group which is necessary to understand and after that it can be called concepts or requests being available in and after that i can just proceed take it and move it to a certain group that i believe it matters 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 outline your workflow simply to ensure you people 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 amazing remarkable incredible i’m glad you people are listening and understand everything terrific um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll go over them too now i’ll just give like a quick introduction this is the person column as you guys understand we have our 7 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 likewise on the product itself and also as a view we’ll get to that um soon um dale you simply ask presuming one type can occupy several columns on one board yes dell you are right 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 is available in as an item on the board fantastic so this is our column center what we use here is a concern one we named it concern however it’s generally a score column um we have actually a. Monday Com And Salesforce

monday.com, project management, tool, software application, rates, asana, apps, trello, kanban, microsoft, automations, option, crm, user, job management software, gantt charts, basecamp, company, button, api, kanban board, airtable, control panel.

file column and we have a tags column what i like 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 search facebook it’s going to do a cross board search let me show you men how that works i can see that it’s my board particularly i can see that it’s another board and after that if i have a certain task i’m dealing with i can merely connect them with tags and then i can cross board search it to what it matters for so i find that incredibly cool and i love i enjoy the tech college let me simply leave here [Music] alright um [Music] and yeah and i’m unsure if you guys know what this is however this is a status column and this is a date column and the way i linked them together and did due date mode is let me reverse this so i could reveal you guys remove due date mode basically what i want 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. Monday Com And Salesforce

Monday.Com And Salesforce – Work Without Limits

This article is focused on answering Monday.Com And Salesforce …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are use cases for banner and landing page demands think about it more like creative demands from designers content so on etc copywriters um a social media planning and design or an editorial calendar as you desire kimberly um and we’re going to review marketing project tracking and i wish to reveal you an in email marketing um integrity that we have with mailchimp and after that i want to show you a slip a sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you guys that also and finally i’m going to reveal you dashboards um so let’s begin in a minute i just want to pull up the um thing that i wished to reveal you people so i have it open and then we’re going to start remarkable all right let’s start and landing page request i’m presuming

https://www.youtube.com/watch?v=yjOU3KTYHhw

 

you men i’m simply gon na reveal um talk about the essentials really quickly but i make sure you people understand that this is a board each one of these are called a group and each row is called a product today we’re going to discuss integrations automations views and a lot more fun things so the way i divided my board here is in between months however you can do this between clients or jobs and it really simply depends upon 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 working on an imaginative demand is using the type so a form basically 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 looking for the size of uh the banner that they desire the designer to develop and i’ll alright let me show you how to produce a type however basically this form can be found in here and then the team lead of the creative design group or any other team can appoint a particular designer to deal with it so let me show you guys how to include a type and produce 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 suggest you men examine the view section due to the fact that it’s just 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 kind view and like i said it takes particular columns not the person column obviously however other columns that you can hide or make um viewable for the individual that is going to be provided the form they can upload this file if you want to need it you can constantly do a checkbox and after that they can’t submit the form without filling this info in so you can really just produce any column with anything that you men need when an imaginative demand can be found in make it a kind share the type sneak peek the show you people how a kind appears like um the name of the request you want you want to add a particular quick with a certain i know each business has a certain structure that

gantt charts project management tool monday.com alternatives

they utilize um when do you need 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 website copy it send it to whoever let’s just make look i’ll simply show you men let’s fill it in and you can see um webinar demand test i can add a particular apply for example right now everything is in the planning concepts stage and i require the imaginative department to help me it’s right now where i’m working on it i require it by may 23rd and it’s in greatest priority i want to submit 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 know and after that it can be called demands or concepts can be found in and then i can just go on take it and move it to a particular group that i believe 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 describe your workflow just to ensure you men are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you simply compose yes so i can get feedback while you guys are listening yay yes yes amazing remarkable remarkable i’m glad you guys are listening and comprehend whatever great um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll go over them as well and now i’ll just provide like a brief summary this is the individual column as you people know we have our seven core columns here and then 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 simply ask assuming one form can populate numerous columns on one board yes dell you are right every column that you develop can be nearly every column you develop can be in a kind view and people can fill it out and it comes in as an item on the board terrific so this is our column center what we utilize here is a priority one we called it top priority however it’s basically a rating column um we have actually a. Monday.Com And Salesforce

monday.com, job management, tool, software application, prices, asana, apps, trello, kanban, microsoft, automations, service, crm, user, task management software, gantt charts, basecamp, business, button, api, kanban board, airtable, dashboard.

Monday.Com And Salesforce