This article is focused on answering Can Monday.Com Be Used As A Crm …I’m a customer success manager here at monday.com and we’re gon na have an innovative 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 consider it more like imaginative demands from designers material so on etc copywriters um a social networks preparation and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and then i want to show you a slip a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads 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 pull up the um thing that i wanted to show you guys so i have it open and then we’re going to begin incredible all right let’s start and landing page request i’m presuming
you people i’m simply gon na show um speak about the basics really quickly however i make sure you men understand that this is a board every one of these are called each row and a group is called a product today we’re going to discuss combinations automations views and a lot more enjoyable things so the method i divided my board here is in between months however you can do this between jobs or customers and it really simply depends on your workflow and the method we did it here to you can do it any way you want but a cool way to get a short prior to working on an imaginative request is using the type so a type essentially takes all your columns and makes it a link that other people can submit which they can submit 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 all right let me show you how to produce a form however generally this form comes in here and then the group lead of the innovative style group or any other group can designate a specific designer to deal with it so let me show you men how to develop and add a kind if anything is too fast 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 recommend you men examine the view area because it’s simply another way to show um all your products just see things on a calendar or in a chart or you desire a file view another way to see um certain things on your board so close the kind view and like i said it takes certain columns not the person column naturally but other columns that you can conceal or make um viewable for the person that is going to be offered the type they can publish this file if you want to require it you can always do a checkbox and after that they can’t submit the type without filling this details in so you can actually simply develop any column with anything that you people need when an imaginative demand can be found in make it a form share the type sneak peek the show you people how a form looks like um the name of the demand you desire you wish to add a particular brief with a certain i know each company has a particular structure that
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they utilize um when do you need it by the 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 site copy it send it to whoever let’s just make appearance i’ll just show you people let’s fill it in and you can see um webinar request test i can add a particular apply for example right now everything remains in the preparation concepts stage and i require the imaginative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it remains in greatest top priority i want to submit it and let me reveal you men how it comes in on the board webinar demand test so it’s constantly going to enter the first group which is important to understand and after that it can be called ideas or demands being available in and then i can just go on 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 on how you describe your workflow just to make certain you people 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 guys are listening yay yes yes incredible incredible amazing 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 go over them as well now i’ll simply give like a brief introduction this is the individual column as you men understand we have our 7 core columns here and after that we have more interesting columns when i go to more columns so it’s either a timeline where i can have it likewise on the item itself and likewise as a view we’ll get to that um soon um dale you simply ask assuming one kind can populate a number of columns on one board yes dell you are appropriate every column that you produce can be nearly every column you develop can be in a form view and individuals can fill it out and it comes in as a product on the board terrific so this is our column center what we utilize here is a priority one we named it top priority but it’s generally a ranking column um we have a. Can Monday.Com Be Used As A Crm
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file column and we have a tags column what i love 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 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 then i can cross board search it to what it matters for so i find that super cool and i love i like the tech college let me just leave here [Music] fine um [Music] and yeah and i’m not exactly sure if you people know what this is however 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 undo this so i might show you people get rid of due date mode basically what i want to do i wish to set as deadline i wish to take the status column but i might take any status column i have for example the. Can Monday.Com Be Used As A Crm