This article is focused on answering Project Management Software Sales Tracking …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 particular on boards which are usage cases for banner and landing page requests think about it more like imaginative requests from designers material so on etc copywriters um a social networks preparation and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and after that i wish to show you a slip a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you guys that also and finally i’m going to reveal you control panels um so let’s start in a minute i just wish to pull up the um thing that i wished to show you guys so i have it open and after that we’re going to begin awesome alright let’s start and landing page request i’m assuming
you people i’m just gon na show um discuss the basics really quickly however i make sure you men know that this is a board every one of these are called each row and a group is called an item today we’re going to discuss integrations automations views and a lot more fun stuff so the method i divided my board here is in between months however you can do this in between projects or customers and it truly just 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 quick prior to working on a creative demand is using the type so a kind generally takes all your columns and makes it a link that other individuals can submit which they can submit files um a text column of like what they’re searching for the size of uh the banner that they want the designer to develop and i’ll alright let me show you how to develop a kind however generally this type is available in here and then the group lead of the innovative style group or any other group can designate a particular designer to deal with it so let me reveal you men how to produce and add a form if anything is too fast or something is not clear please write 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 section since it’s simply another way to reveal um all your items simply see things on a calendar or in a chart or you want a file view another way to see um particular things on your board so close the type view and like i stated it takes particular columns not the person column of course however other columns that you can hide or make um viewable for the individual that is going to be given the kind they can submit this file if you want to require it you can always do a checkbox and then they can’t send the form without filling this information in so you can actually just produce any column with anything that you guys need when an imaginative demand can be found in make it a kind share the kind sneak peek the show you people how a type looks like um the name of the demand you want you want to add a particular short with a particular i know each business has a specific structure that
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they use 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 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 just show you men let’s fill it in and you can see um webinar request test i can include a specific apply for example right now whatever remains in the planning ideas stage and i require the imaginative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it remains in highest concern i want to send it and let me reveal you men how it comes in on the board webinar demand test so it’s always going to enter the first group which is important to understand and then it can be called ideas or requests being available in and after that i can just go on take it and move it to a certain group that i think it matters 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 upon how you detail your workflow just to make certain you men are all with me um is this clear um right in the chat yes or no if you understood the type and it’s interesting to you just write yes so i can get feedback while you men are listening yay yes yes awesome awesome incredible i’m glad you people 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 discuss them as well and now i’ll simply provide like a quick introduction this is the individual column as you men understand 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 product itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one kind can populate numerous columns on one board yes dell you are proper every column that you create can be almost every column you produce can be in a form view and people can fill it out and it can be found in as a product on the board terrific so this is our column center what we utilize here is a concern one we named it priority but it’s essentially a score column um we have a. Project Management Software Sales Tracking
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Project Management Software Sales Tracking