Using Monday.Com As A Crm – Work Without Limits

This article is focused on answering Using Monday.Com As A Crm …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you 3 particular on boards which are usage cases for banner and landing page demands consider it more like innovative requests from designers content so on and so forth copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i wish to show you an in e-mail marketing um integrity that we have with mailchimp and then i want to reveal you a sneak a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll reveal you guys that too and finally i’m going to show you control panels um so let’s begin in a minute i simply want to bring up the um thing that i wished to show you guys so i have it open and then we’re going to start remarkable fine let’s begin and landing page request i’m assuming

https://www.youtube.com/watch?v=yjOU3KTYHhw

 

you guys i’m simply gon na reveal um talk about the fundamentals truly quickly however i’m sure you people understand that this is a board each one of these are called each row and a group is called a product today we’re going to review integrations automations views and a lot more fun things so the method i divided my board here is between months but you can do this in between projects or clients and it actually simply depends on your workflow and the method we did it here to you can do it any way you desire however a cool way to get a quick before working on an imaginative request is utilizing the kind so a type essentially takes all your columns and makes it a link that other people can submit which they can upload files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to create and i’ll alright let me show you how to create a type however generally this form can be found in here and then the team lead of the imaginative design team or any other team can assign a particular designer to deal with it so let me show you guys how to add a form and develop 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 guys examine the view area since it’s simply another method to reveal um all your products just see things on a calendar or in a chart or you want a file view another method to see um particular things on your board so close the form view and like i stated it takes particular columns not the individual column of course however other columns that you can conceal or make um viewable for the individual that is going to be offered the form they can upload this file if you wish to require it you can always do a checkbox and then they can’t send the kind without filling this information in so you can really just produce any column with anything that you guys require when a creative demand comes in make it a type share the form sneak peek the show you men how a type looks like um the name of the demand you desire you want to include a certain quick with a specific i know each company has a certain structure that

gantt charts project management tool monday.com alternatives

they utilize um when do you need it by the priority 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 site copy it send it to whoever let’s simply make appearance i’ll just reveal you guys let’s fill it in and you can see um webinar demand test i can add a particular declare example today whatever remains in the planning concepts stage and i need the imaginative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it remains in highest concern i wish to send it and let me reveal you people how it comes in on the board webinar request test so it’s constantly going to enter the very first group which is necessary to understand and after that it can be called ideas or requests being available in and after that i can just go ahead take it and move it to a particular group that i believe it matters for in this case it requires 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 ensure you men 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 remarkable i’m glad you men are listening and understand everything great um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll review them also today i’ll just provide like a short summary this is the individual column as you men understand we have our seven core columns here and after that 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 product itself and likewise as a view we’ll get to that um quickly um dale you just ask assuming 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 form view and individuals can fill it out and it is available in as a product on the board fantastic so this is our column center what we utilize here is a concern one we named it concern but it’s generally a ranking column um we have actually a. Using Monday.Com As A Crm

monday.com, project management, tool, software, prices, asana, apps, trello, kanban, microsoft, automations, solution, crm, user, project management software application, gantt charts, basecamp, business, button, api, kanban board, airtable, dashboard.

file column and we have a tags column what i enjoy about the tag column is if i click 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 browse facebook it’s going to do a cross board search let me reveal 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 job i’m dealing with i can simply link them with tags and after that i can cross board search it to what it’s relevant for so i discover that very cool and i love i enjoy the tech college let me just leave here [Music] okay um [Music] and yeah and i’m not exactly sure if you men understand what this is but this is a status column and this is a date column and the way i linked them together and did due date mode is let me reverse this so i could reveal you men remove due date mode basically what i want to do i wish to set as deadline i wish to take the status column but i could take any status column i have for example the. Using Monday.Com As A Crm

Using Monday Com As A Crm – Work Without Limits

This article is focused on answering Using Monday Com As A Crm …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 show you 3 particular on boards which are use cases for banner and landing page demands consider it more like imaginative 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 review marketing campaign tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and then i wish to reveal you a sneak a preview of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll reveal you people that also and finally i’m going to reveal you dashboards um so let’s start in a minute i just wish to bring up the um thing that i wanted to reveal you men so i have it open and after that we’re going to start remarkable alright let’s start and landing page demand i’m presuming

 

you guys i’m just gon na show um discuss the essentials truly quickly however i’m sure you men know 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 discuss integrations automations views and a lot more enjoyable stuff so the way i divided my board here is in between months however you can do this in between customers or jobs and it really simply depends upon your workflow and the way we did it here to you can do it any way you want however a cool way to get a short before working on an imaginative demand is using the type so a type generally takes all your columns and makes it a link that other people can submit 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 develop a type but basically this form comes in here and then the team lead of the imaginative design group or any other team can designate a particular designer to deal with it so let me reveal you men how to add a form and develop 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 add view i suggest you people inspect the view section since it’s simply another way to reveal um all your products just 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 kind view and like i stated it takes particular columns not the person column of course however other columns that you can conceal or make um viewable for the individual that is going to be provided the type they can upload this file if you wish to need it you can constantly do a checkbox and after that they can’t send the type without filling this info in so you can truly just develop any column with anything that you guys need when an imaginative demand comes in make it a kind share the type sneak peek the program you men how a kind looks like um the name of the demand you want you wish to include a specific brief with a particular i know each business has a specific structure that

gantt charts project management tool monday.com alternatives

they utilize um when do you need it by the top priority 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 site copy it send it to whoever let’s simply make look i’ll simply reveal you men let’s fill it in and you can see um webinar request test i can add a specific declare example today whatever remains in the preparation concepts stage and i need the imaginative department to assist me it’s right now where i’m working on it i need it by may 23rd and it remains in greatest top priority i wish to submit it and let me reveal you guys how it comes in on the board webinar request test so it’s constantly going to enter into the very first group which is essential to know and then it can be called ideas or demands being available in and after that i can just go ahead take it and move it to a particular group that i think it matters for in this case it requires 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 comprehended the kind and it’s interesting to you simply compose yes so i can get feedback while you people are listening yay yes yes amazing incredible incredible i’m glad you men are listening and understand whatever terrific um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll review them as well today i’ll simply offer like a quick overview this is the person column as you guys understand we have our 7 core columns here and after that 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 product itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one form can occupy numerous columns on one board yes dell you are proper every column that you develop can be nearly every column you create can be in a type view and people can fill it out and it comes in as a product on the board excellent so this is our column center what we utilize here is a top priority one we named it top priority however it’s basically a rating column um we have a. Using Monday Com As A Crm

monday.com, task management, tool, software, pricing, asana, apps, trello, kanban, microsoft, automations, service, crm, user, project management software application, gantt charts, basecamp, company, button, api, kanban board, airtable, control panel.

Using Monday Com As A Crm