Project Management Crm Software Quickbooks Sync With Customer Portal – Work Without Limits

This article is focused on answering Project Management Crm Software Quickbooks Sync With Customer Portal …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 3 specific on boards which are usage cases for banner and landing page requests consider it more like innovative demands from designers material so on and so forth copywriters um a social media planning 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 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 two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you people that as well and last but not least i’m going to reveal you control panels um so let’s begin in a minute i simply wish to bring up the um thing that i wished to reveal you men so i have it open and after that we’re going to begin amazing all right let’s start and landing page demand i’m assuming

 

you men i’m simply gon na reveal um discuss the essentials truly quickly but i’m sure you men know that this is a board each one of these are called a group and each row is called an item today we’re going to go over combinations automations views and a lot more fun stuff so the way i divided my board here is in between months but you can do this between jobs or clients and it really simply depends upon your workflow and the method we did it here to you can do it any way you want but a cool method to get a quick before working on an imaginative demand is using the type so a form generally takes all your columns and makes it a link that other people can submit which they can submit files um a text column of like what they’re looking for the size of uh the banner that they want the designer to produce and i’ll fine let me reveal you how to produce a form but generally this form comes in here and after that the group lead of the innovative design team or any other team can appoint a specific designer to work on it so let me show you guys how to create and include a form if anything is too fast or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you people 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 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 certain columns not the individual column naturally but other columns that you can hide or make um viewable for the individual that is going to be given the form they can upload this file if you want to need it you can always do a checkbox and after that they can’t submit the form without filling this info in so you can actually just produce any column with anything that you people need when an innovative demand comes in make it a type share the type sneak peek the show you people how a type appears like um the name of the demand you want you want to include a specific short with a certain i understand each company has a specific structure that

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they utilize um when do you need it by the concern and so on and so forth um you can take this link after put one second let me click on 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 demand test i can add a specific apply for example right now whatever remains in the planning concepts stage and i need the innovative department to assist me it’s right now where i’m working on it i need it by might 23rd and it’s in highest concern i wish to submit it and let me reveal you men 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 essential to know and then it can be called concepts or demands coming in and after that i can simply go ahead take it and move it to a particular group that i think it matters 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 board or another group depending on how you detail your workflow simply to make certain 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 amazing incredible i’m glad you people are listening and comprehend whatever fantastic um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll discuss them as well today i’ll simply give like a short introduction this is the individual column as you men 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 assuming one form can populate several columns on one board yes dell you are correct every column that you create can be almost every column you create can be in a kind view and people can fill it out and it is available in as an item on the board excellent so this is our column center what we use here is a top priority one we named it top priority but it’s essentially a rating column um we have a. Project Management Crm Software Quickbooks Sync With Customer Portal

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file column and we have a tags column what i love about the tag column is if i click on 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 guys 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 project i’m working on i can merely connect them with tags and after that i can cross board search it to what it matters for so i find that extremely cool and i love i like the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m unsure if you people understand 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 show you men remove due date mode essentially what i want to do i wish to set as due date i want to take the status column but i might take any status column i have for example the. Project Management Crm Software Quickbooks Sync With Customer Portal