Monday Com Crm Video – Work Without Limits

This article is focused on answering Monday Com Crm Video …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 three particular on boards which are usage cases for banner and landing page requests think of it more like creative demands from designers material so on etc copywriters um a social media preparation and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and after that i want to reveal you a slip a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you men that as well and finally i’m going to reveal you dashboards um so let’s start in a minute i simply want to bring up the um thing that i wished to reveal you guys so i have it open and then we’re going to begin remarkable all right let’s begin and landing page request i’m assuming

 

you guys i’m simply gon na show um speak about the basics really rapidly but i make certain you guys 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 go over integrations automations views and a lot more enjoyable things so the way i divided my board here is in between months however you can do this in between customers or jobs and it truly simply depends on your workflow and the way we did it here to you can do it any way you desire but a cool method to get a quick before dealing with an innovative demand is using the type so a form generally takes all your columns and makes it a link that other individuals can fill out which they can publish 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 create and i’ll all right let me show you how to create a type however basically this kind can be found in here and after that the group lead of the creative style team or any other group can designate a particular designer to deal with it so let me reveal you guys how to add a type and develop if anything is too fast or something is not clear please write it to me in the chat and i’ll try clarify so i can go here add view i recommend you guys examine the view section since it’s just another method to reveal um all your items just see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the type view and like i said it takes particular columns not the person column obviously but other columns that you can conceal or make um viewable for the person that is going to be given the form they can submit this file if you want to need it you can always do a checkbox and after that they can’t send the kind without filling this information in so you can really simply develop any column with anything that you guys need when an innovative request is available in make it a kind share the form sneak peek the show you people how a type appears like um the name of the request you want you want to include a specific brief with a particular i know each company has a certain structure that

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they use um when do you need it by the priority and so on and so forth um you can take this link after put one 2nd let me click on the form i can share it i can get this link or embed it in a site copy it send it to whoever let’s just make appearance i’ll simply reveal you people let’s fill it in and you can see um webinar demand test i can add a specific apply for example right now everything is in the preparation ideas phase and i require the creative department to help me it’s right now where i’m working on it i require it by might 23rd and it’s in greatest priority i want to send it and let me show you men how it is available in on the board webinar demand test so it’s constantly going to enter into the very first group which is very important to understand and after that it can be called ideas or demands coming in and then i can simply proceed take it and move it to a particular group that i believe it’s relevant 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 on how you describe 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 men are listening yay yes yes amazing remarkable amazing i’m glad you men are listening and understand whatever terrific um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll discuss them also now i’ll just give like a quick summary this is the individual column as you guys 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 also on the product itself and also as a view we’ll get to that um quickly um dale you just ask assuming one kind can populate numerous columns on one board yes dell you are appropriate every column that you develop can be nearly every column you develop can be in a type view and people can fill it out and it is available in as an item on the board terrific so this is our column center what we utilize here is a top priority one we named it top priority however it’s basically a score column um we have a. Monday Com Crm Video

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Monday Com Crm Video