This article is focused on answering Sales Lead Project Management Software …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated 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 requests from designers content so on and so forth copywriters um a social media preparation and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i want to show you an in email marketing um integrity that we have with mailchimp and then i want to show you a sneak a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you men that also and last but not least i’m going to reveal you dashboards um so let’s begin in a minute i just want to pull up the um thing that i wanted to show you people so i have it open and after that we’re going to start remarkable all right let’s start and landing page request i’m presuming
you men i’m simply gon na show um talk about the essentials actually quickly however i make certain you men 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 stuff so the method i divided my board here is in between months however you can do this between customers or projects and it really just depends upon your workflow and the method we did it here to you can do it any way you want however a cool way to get a quick before dealing with an imaginative request is using the form so a kind generally takes all your columns and makes it a link that other people can complete which they can publish files um a text column of like what they’re searching for the size of uh the banner that they want the designer to produce and i’ll alright let me show you how to develop a kind but generally this type is available in here and then the team lead of the imaginative style team or any other group can designate a certain designer to deal with it so let me show you men how to include a form and create if anything is too quick or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here add view i suggest you men inspect the view area because it’s just another method to show um all your products simply see things on a calendar or in a chart or you want a file view another method to see um certain things on your board so close the kind view and like i stated it takes specific columns not the person column obviously but other columns that you can hide or make um viewable for the individual that is going to be given the type they can submit this file if you wish to require it you can constantly do a checkbox and after that they can’t send the type without filling this details in so you can actually simply produce any column with anything that you people need when an imaginative demand comes in make it a type share the kind preview the program you men how a kind looks like um the name of the request you desire you wish to include a particular quick with a particular i know each company has a specific structure that
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they use um when do you require it by the top priority and so on etc um you can take this link after put one second let me click on the type 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 guys let’s fill it in and you can see um webinar demand test i can add a specific file for example today whatever is in the preparation ideas phase and i require the creative department to assist me it’s right now where i’m dealing with it i need it by might 23rd and it’s in greatest priority i want to send it and let me reveal you men how it is available in on the board webinar demand test so it’s always going to enter into the very first group which is important to understand and then it can be called requests or ideas coming in and then i can simply go ahead take it and move it to a particular group that i believe 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 upon how you outline your workflow simply to make sure you people 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 just compose yes so i can get feedback while you guys are listening yay yes yes remarkable awesome remarkable i’m glad you men are listening and comprehend everything fantastic um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll go over them also and now i’ll just offer like a quick introduction this is the individual column as you guys understand we have our 7 core columns here and then we have more fascinating 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 quickly um dale you simply ask assuming one kind can populate several columns on one board yes dell you are appropriate every column that you create can be nearly every column you produce can be in a type view and people can fill it out and it can be found in as an item on the board excellent so this is our column center what we use here is a priority one we called it concern however it’s essentially a score column um we have actually a. Sales Lead Project Management Software
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file column and we have a tags column what i like 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 browse 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 specifically i can see that it’s another board and after that if i have a specific task i’m working on i can merely connect them with tags and then i can cross board search it to what it’s relevant for so i find that very 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 uncertain if you guys 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 deadline mode is let me undo this so i could show you people remove due date mode essentially what i want to do i want to set as deadline i want to take the status column but i might take any status column i have for example the. Sales Lead Project Management Software