This article is focused on answering Project Management Software Vs 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 reveal you three particular on boards which are use cases for banner and landing page demands consider 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 project tracking and i want to show you an in e-mail marketing um stability that we have with mailchimp and then i wish 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 guys that also and finally i’m going to reveal you dashboards um so let’s start in a minute i just wish to pull up the um thing that i wished to show you men so i have it open and then we’re going to start amazing okay let’s start and landing page demand i’m presuming
you men i’m simply gon na reveal um talk about the basics truly quickly but i make sure you people understand that this is a board every one of these are called a group and each row is called an item today we’re going to review combinations automations views and a lot more fun things so the method i divided my board here is in between months but you can do this between jobs or customers and it actually just depends upon your workflow and the method we did it here to you can do it any way you desire however a cool method to get a quick before working on an imaginative demand is utilizing the form so a type generally takes all your columns and makes it a link that other people 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 want the designer to produce and i’ll okay let me show you how to produce a type but essentially this kind comes in here and then the team lead of the imaginative style group or any other team can appoint a certain designer to deal with it so let me reveal you guys how to develop and add a kind if anything is too fast or something is unclear please write it to me in the chat and i’ll try clarify so i can go here add view i recommend you men examine the view section because it’s just another way to show um all your products simply see things on a calendar or in a chart or you want a file view another way to see um specific things on your board so close the form view and like i said it takes specific columns not the individual column of course however other columns that you can conceal or make um viewable for the person that is going to be provided the type they can upload this file if you wish to require it you can always do a checkbox and after that they can’t submit the form without filling this information in so you can really simply produce any column with anything that you people need when an innovative demand comes in make it a form share the kind sneak peek the show you guys how a form looks like um the name of the demand you desire you want to add a certain quick with a particular i understand 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 the kind i can share it i can get this link or embed it in a website copy it send it to whoever let’s simply make look i’ll simply show you guys let’s fill it in and you can see um webinar demand test i can include a particular file for example today whatever is in the planning ideas stage and i need the imaginative department to assist me it’s right now where i’m dealing with it i need it by might 23rd and it remains in highest concern i wish to submit it and let me reveal you men how it comes in on the board webinar request test so it’s always going to come into the very first group which is important to know and after that it can be called requests or concepts can be found in and then 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 might so i’m going to keep it in this group i can move it to another group or another board depending upon how you describe your workflow just to make certain you guys 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 simply write yes so i can get feedback while you people are listening yay yes yes amazing awesome incredible i’m glad you men are listening and understand everything terrific um if any of these columns are you’re not familiar with them just write me in the chat and i’ll review them too and now i’ll just offer like a brief overview this is the individual column as you guys know we have our 7 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 just ask presuming one form can occupy several columns on one board yes dell you are correct every column that you develop can be almost every column you produce can be in a kind view and individuals 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 use here is a top priority one we called it concern but it’s essentially a rating column um we have actually a. Project Management Software Vs Crm
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Project Management Software Vs Crm