This article is focused on answering How To Use Monday Com As A 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 3 particular on boards which are use cases for banner and landing page demands think about it more like imaginative requests from designers material 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 discuss marketing campaign tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and after that i wish to reveal you a sneak a preview of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you men that also and last but not least i’m going to show you control panels um so let’s start in a minute i simply wish to bring up the um thing that i wished to reveal you guys so i have it open and then we’re going to start amazing okay let’s begin and landing page request i’m presuming
you guys i’m simply gon na reveal um talk about the basics really rapidly but i’m sure you men know 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 stuff so the method i divided my board here is between months but you can do this between customers or tasks and it truly just depends on 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 quick prior to dealing with an innovative request is utilizing the form so a type basically takes all your columns and makes it a link that other individuals can fill out which they can publish files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to produce and i’ll fine let me reveal you how to produce a type however generally this type comes in here and then the team lead of the imaginative design team or any other team can assign a particular designer to work on it so let me show you guys how to create and add a type if anything is too fast 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 people inspect the view area due to the fact that it’s simply another method to show um all your items simply see things on a calendar or in a chart or you want a file view another way to see um particular things on your board so close the form view and like i stated it takes specific 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 provided the kind they can submit this file if you want to need it you can always do a checkbox and after that they can’t submit the kind without filling this information in so you can truly simply develop any column with anything that you guys need when an innovative request comes in make it a kind share the type sneak peek the program you guys how a form appears like um the name of the request you want you want to include a particular quick with a particular i know each business has a particular structure that
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they use um when do you require it by the concern and so on and so forth um you can take this link after put one second let me click on 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 simply make appearance i’ll just show you men let’s fill it in and you can see um webinar request test i can add a specific apply for example today whatever is in the planning concepts phase and i need the imaginative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it remains in greatest priority i want to submit it and let me show you people how it is available in on the board webinar request test so it’s constantly going to come into the very first group which is very important to understand and after that it can be called demands or concepts coming in and after that i can simply go ahead 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 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 outline your workflow simply 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 type and it’s interesting to you simply write yes so i can get feedback while you men are listening yay yes yes incredible remarkable remarkable i’m glad you people are listening and comprehend everything terrific um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll go over them as well but now i’ll simply offer like a quick introduction this is the person column as you guys know we have our seven core columns here and then we have more intriguing 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 just ask assuming one type can occupy several columns on one board yes dell you are appropriate every column that you develop can be nearly every column you produce can be in a kind 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 use here is a priority one we called it concern however it’s essentially a ranking column um we have actually a. How To Use Monday Com As A Crm
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How To Use Monday Com As A Crm