Monday Com Sales Crm – Work Without Limits

This article is focused on answering Monday Com Sales Crm …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 3 particular on boards which are usage cases for banner and landing page demands think of it more like creative requests from designers content so on and so forth copywriters um a social media planning and design or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i want to show you an in e-mail marketing um stability that we have with mailchimp and after that i want to show you a sneak a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you guys that too and last but not least i’m going to reveal you dashboards um so let’s begin in a minute i just want to bring up the um thing that i wanted to show you guys so i have it open and then we’re going to begin amazing all right let’s start and landing page request i’m presuming

 

you guys i’m just gon na reveal um talk about the fundamentals truly quickly however i make certain 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 review 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 clients or projects and it actually simply depends on your workflow and the way we did it here to you can do it any way you want however a cool method to get a brief before dealing with an imaginative demand is using the type so a type basically takes all your columns and makes it a link that other people 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 want the designer to produce and i’ll alright let me reveal you how to develop a form but generally this form comes in here and after that the group lead of the imaginative style team or any other group can assign a particular designer to deal with it so let me reveal you men how to develop and include a kind if anything is too fast or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here include view i advise you men inspect the view section due to the fact that it’s simply another method to show 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 particular things on your board so close the form 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 upload this file if you wish to require it you can constantly do a checkbox and after that they can’t submit the form without filling this details in so you can actually simply produce any column with anything that you guys need when a creative request is available in make it a form share the type sneak peek the show you people how a type appears like um the name of the demand you desire you want to include a particular quick with a certain i understand each business has a specific structure that

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they use um when do you need it by the top priority 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 site copy it send it to whoever let’s just make appearance i’ll just reveal you people let’s fill it in and you can see um webinar request test i can include a specific declare example right now whatever remains in the planning ideas phase and i require the innovative department to help me it’s right now where i’m working on it i need it by might 23rd and it remains in highest top priority i wish to submit it and let me show you guys how it comes in on the board webinar request test so it’s always going to enter the first group which is essential to understand and then it can be called demands or ideas coming in and after that 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 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 make sure you men 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 awesome remarkable awesome i’m glad you people are listening and understand everything fantastic um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll discuss them also now i’ll just offer like a quick introduction this is the person column as you people 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 soon um dale you simply ask presuming one kind can populate a number of 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 type view and people can fill it out and it can be found in as an item on the board fantastic so this is our column center what we use here is a concern one we called it priority however it’s generally a score column um we have a. Monday Com Sales Crm

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file column and we have a tags column what i love about the tag column is if i click 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 search facebook it’s going to do a cross board search let me show you people 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 specific project i’m working on i can just link them with tags and then i can cross board search it to what it matters for so i find that super cool and i love i like the tech college let me simply get out of here [Music] okay 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 method i linked them together and did due date mode is let me undo this so i might reveal you men eliminate due date mode generally what i wish to do i want to set as deadline i wish to take the status column however i could take any status column i have for example the. Monday Com Sales Crm