Project Management With Crm Software – Work Without Limits

This article is focused on answering Project Management With Crm Software …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 three specific on boards which are usage cases for banner and landing page demands think of it more like creative requests from designers content so on etc copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i want to show you an in e-mail marketing um integrity that we have with mailchimp and after that i want to show you a slip a preview 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 also and last but not least i’m going to show you control panels um so let’s begin in a minute i just wish to bring up the um thing that i wanted to show you people so i have it open and after that we’re going to begin incredible all right let’s start and landing page request i’m assuming

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you guys i’m simply gon na reveal um talk about the basics really rapidly however i’m sure you people know that this is a board each one of these are called each row and a group is called an item today we’re going to discuss combinations automations views and a lot more enjoyable stuff so the method i divided my board here is between months but you can do this in between customers or tasks 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 request is utilizing the form so a kind essentially takes all your columns and makes it a link that other people can complete which they can upload files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to produce and i’ll okay let me reveal you how to develop a kind however essentially this type can be found in here and then the group lead of the imaginative style team or any other group can assign a certain designer to deal with it so let me show you men how to create and include a kind if anything is too fast or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i advise you men check the view section because it’s just another method to show um all your items simply 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 stated it takes certain columns not the person column naturally but other columns that you can conceal or make um viewable for the individual that is going to be offered the type they can upload this file if you want to require it you can always do a checkbox and after that they can’t send the form without filling this information in so you can really simply produce any column with anything that you people need when an innovative request can be found in make it a kind share the form preview the program you people how a type looks like um the name of the demand you desire you wish to include a particular short with a certain i know each business has a certain 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 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 appearance i’ll simply show you men let’s fill it in and you can see um webinar request test i can add a certain file for example today whatever is in the planning ideas stage and i require the creative department to assist me it’s right now where i’m working on it i require it by might 23rd and it remains in greatest concern i wish to send it and let me show you guys how it comes in on the board webinar demand test so it’s constantly going to come into the first group which is necessary to know and then it can be called concepts or requests can be found in and after that i can just proceed take it and move it to a certain 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 board or another group depending on how you detail your workflow simply to ensure you guys are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you simply compose yes so i can get feedback while you people are listening yay yes yes remarkable remarkable remarkable i’m glad you men are listening and understand whatever great um if any of these columns are you’re not familiar with them just write me in the chat and i’ll go over them too today i’ll just offer like a short overview this is the person column as you guys 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 also on the item itself and likewise as a view we’ll get to that um soon um dale you simply ask assuming one form can occupy numerous columns on one board yes dell you are proper every column that you develop can be almost every column you produce can be in a kind 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 use here is a priority one we named it top priority however it’s generally a score column um we have actually a. Project Management With Crm Software

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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 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 reveal you men how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a certain task i’m dealing with i can simply connect 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 enjoy the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m not exactly sure if you people know what this is but 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 undo this so i might reveal you men eliminate deadline mode generally what i wish to do i want to set as due date i wish to take the status column however i might take any status column i have for example the. Project Management With Crm Software