Does Monday.Com Do Crm – Easily build, run, and scale

This article is focused on answering Does Monday.Com Do 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 reveal you three specific on boards which are use cases for banner and landing page demands think about it more like innovative requests from designers content so on etc copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and after that i want to show you a sneak a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you men that too and finally i’m going to show you dashboards um so let’s begin in a minute i simply want to pull up the um thing that i wanted to reveal you men so i have it open and after that we’re going to start amazing okay let’s start and landing page request i’m presuming

 

you people i’m just gon na show um discuss the essentials really rapidly but i make certain you guys 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 review combinations automations views and a lot more enjoyable things so the method i divided my board here is between months but you can do this in between jobs or clients and it actually simply depends upon your workflow and the way we did it here to you can do it any way you desire but a cool way to get a brief before working on an imaginative request is using the type so a kind essentially takes all your columns and makes it a link that other people can submit 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 desire the designer to create and i’ll okay let me reveal you how to produce a form however basically this type comes in here and then the team lead of the creative style group or any other team can designate a particular designer to deal with it so let me show you people how to add a kind and create if anything is too quick or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you guys inspect the view section since it’s just 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 type view and like i said it takes certain 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 wish to require it you can always do a checkbox and then they can’t send the type without filling this information in so you can truly simply develop any column with anything that you people require when a creative request comes in make it a kind share the kind preview the show you people how a type appears like um the name of the demand you desire you want to add a certain brief with a certain i know each company has a specific structure that

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they use um when do you require it by the concern and so on etc um you can take this link after put one second let me click on 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 just make appearance i’ll simply reveal you people let’s fill it in and you can see um webinar request test i can add a specific apply for example right now whatever is in the planning ideas stage and i need the creative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it’s in highest priority i wish to send it and let me reveal you guys how it is available in on the board webinar request test so it’s always going to enter into the first group which is important to understand and after that it can be called ideas or demands coming in and then i can just go ahead take it and move it to a specific group that i believe it’s relevant for in this case it requires 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 upon how you outline your workflow simply 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 awesome awesome remarkable i’m glad you guys are listening and understand whatever fantastic um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll discuss them also today i’ll just provide like a short introduction this is the individual column as you guys know we have our seven core columns here and then we have more interesting columns when i go to more columns so it’s either a timeline where i can have it also on the item itself and also 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 create can be nearly every column you produce can be in a kind view and people can fill it out and it can be found in as a product on the board fantastic so this is our column center what we utilize here is a priority one we named it concern however it’s generally a rating column um we have a. Does Monday.Com Do Crm

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Does Monday.Com Do Crm