Is Monday A Crm System – Easily build, run, and scale

This article is focused on answering Is Monday A Crm System …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 specific on boards which are usage cases for banner and landing page demands think about it more like innovative requests from designers content so on and so forth copywriters um a social media planning and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and then i want to show you a slip a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads 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 begin in a minute i just want to bring up the um thing that i wanted to show you people so i have it open and after that we’re going to start amazing all right let’s begin and landing page request i’m presuming

 

you men i’m simply gon na show um discuss the fundamentals truly rapidly but i make certain you people 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 fun things so the method i divided my board here is between months however you can do this in between customers or projects and it really just depends on your workflow and the method we did it here to you can do it any way you desire but a cool method to get a brief prior to dealing with an imaginative request is utilizing the type so a form generally takes all your columns and makes it a link that other people can complete which they can upload 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 create a type but generally this form can be found in here and after that the team lead of the creative design team or any other team can appoint a specific designer to deal with it so let me reveal you people how to develop and add a form if anything is too quick or something is not clear please write it to me in the chat and i’ll try clarify so i can go here include view i suggest you guys examine the view section because it’s just another method to reveal um all your items just see things on a calendar or in a chart or you want a file view another way to see um certain things on your board so close the type view and like i said it takes specific columns not the person column naturally however other columns that you can hide or make um viewable for the individual that is going to be provided the kind they can publish this file if you wish to require it you can constantly do a checkbox and after that they can’t submit the type without filling this details in so you can really simply develop any column with anything that you people need when an innovative request is available in make it a type share the form preview the program you guys how a form appears like um the name of the demand you desire you want to include a certain quick with a particular i understand each company has a particular structure that

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they utilize um when do you require it by the priority and so on and so forth um you can take this link after put one 2nd 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 just make appearance i’ll just reveal you men let’s fill it in and you can see um webinar request test i can add a certain 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 working on it i require it by might 23rd and it remains in highest concern i want to send it and let me reveal you people how it can be found in on the board webinar demand test so it’s always going to enter into the first group which is very important to know and after that it can be called demands or ideas being available in and after that i can just proceed take it and move it to a particular 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 on how you detail your workflow simply 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 form and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes remarkable remarkable amazing i’m glad you guys are listening and comprehend whatever fantastic um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll go over them too but now i’ll simply give like a brief introduction 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 item itself and also as a view we’ll get to that um soon um dale you simply ask assuming one form can populate a number of columns on one board yes dell you are correct every column that you create can be nearly every column you create can be in a type view and people can fill it out and it is available in as a product on the board excellent so this is our column center what we utilize here is a priority one we named it concern however it’s generally a ranking column um we have a. Is Monday A Crm System

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file column and we have a tags column what i like about the tag column is if i click on 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 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 specifically i can see that it’s another board and then if i have a certain task i’m working on i can just link them with tags and then i can cross board search it to what it’s relevant for so i find that incredibly cool and i love i like the tech college let me just leave here [Music] okay um [Music] and yeah and i’m uncertain if you guys 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 deadline mode is let me reverse this so i could reveal you people remove due date mode generally what i want to do i want to set as deadline i want to take the status column however i could take any status column i have for example the. Is Monday A Crm System