Using Monday.Com For Crm – Work Without Limits

This article is focused on answering Using Monday.Com For Crm …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 show you three specific on boards which are use cases for banner and landing page requests think about it more like innovative demands from designers content so on and so forth copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i want to show you an in email marketing um integrity 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 advertisements so i’ll show you people that also and finally i’m going to reveal you dashboards um so let’s begin in a minute i just wish to bring up the um thing that i wished to reveal you men so i have it open and then we’re going to begin remarkable fine let’s start and landing page request i’m assuming

 

you men i’m simply gon na reveal um talk about the fundamentals truly quickly however i make certain you guys know that this is a board every one of these are called a group and each row is called a product today we’re going to discuss integrations automations views and a lot more fun stuff so the way i divided my board here is in between months but you can do this between clients or tasks and it truly simply depends on your workflow and the way we did it here to you can do it any way you desire but a cool method to get a short prior to working on a creative demand is utilizing the type so a kind basically 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 trying to find 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 kind but generally this form comes in here and then the team lead of the imaginative design team or any other group can designate a particular designer to deal with it so let me show you men how to add a form and develop if anything is too quick 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 examine the view section due to the fact that it’s just another way to show um all your items just 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 form view and like i stated it takes specific columns not the individual column of course but other columns that you can conceal or make um viewable for the individual that is going to be offered the type they can submit this file if you want to require it you can constantly do a checkbox and after that they can’t send the kind without filling this info in so you can actually just produce any column with anything that you guys need when a creative demand is available in make it a form share the form preview the program you people how a kind looks like um the name of the demand you want you wish to include a specific short with a particular i understand each business has a particular structure that

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they utilize um when do you need it by the top priority and so on etc um you can take this link after put one second 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 just make look i’ll just reveal you guys let’s fill it in and you can see um webinar request test i can add a particular apply for example right now whatever remains in the planning ideas stage and i need the innovative department to help me it’s right now where i’m working on it i need it by might 23rd and it’s in greatest top priority i wish to submit it and let me reveal you guys how it is available in on the board webinar demand test so it’s always going to come into the first group which is necessary to know and then it can be called ideas or demands coming in and after that i can just proceed take it and move it to a certain group that i think 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 group or another board depending on how you describe 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 awesome i’m glad you guys are listening and comprehend whatever excellent um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll discuss them as well now i’ll simply give like a short overview this is the person column as you men know we have our seven 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 also on the product itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one type can populate several columns on one board yes dell you are right every column that you develop can be practically every column you develop can be in a type view and individuals can fill it out and it comes in as a product on the board great so this is our column center what we utilize here is a priority one we called it top priority however it’s generally a ranking column um we have actually a. Using Monday.Com For Crm

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file column and we have a tags column what i enjoy about the tag column is if i click 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 show you guys how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a certain job i’m working on i can just link them with tags and after that 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 simply get out of here [Music] okay um [Music] and yeah and i’m unsure if you men understand what this is but this is a status column and this is a date column and the method i linked them together and did due date mode is let me reverse this so i might show you men get rid of deadline mode generally what i wish to do i wish to set as deadline i wish to take the status column however i could take any status column i have for example the. Using Monday.Com For Crm