Is Monday.Com A Crm Tool – Easily build, run, and scale

This article is focused on answering Is Monday.Com A Crm Tool …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 requests think about it more like creative requests from designers material so on and so forth copywriters um a social media preparation and style or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i wish to show you an in e-mail marketing um integrity that we have with mailchimp and then i wish to reveal you a sneak a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you men that too and last but not least i’m going to show 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 start amazing all right let’s begin and landing page demand i’m assuming

 

you guys i’m just gon na reveal um discuss the essentials actually rapidly but i’m sure you men 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 go over combinations automations views and a lot more fun things so the way i divided my board here is between months however you can do this between clients or projects and it really just depends upon your workflow and the way we did it here to you can do it any way you want however a cool way to get a short prior to dealing with an imaginative request is utilizing the kind so a kind 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 looking for the size of uh the banner that they want the designer to create and i’ll all right let me show you how to create a form however essentially this type can be found in here and after that the team lead of the imaginative style team or any other team can assign a particular designer to deal with it so let me reveal you men how to add a type and create if anything is too fast or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here add view i suggest you guys examine the view area because it’s just another way to reveal um all your items just see things on a calendar or in a chart or you desire a file view another method to see um particular things on your board so close the form view and like i said it takes certain columns not the individual column obviously however other columns that you can hide or make um viewable for the individual that is going to be given the kind they can publish this file if you wish to need it you can constantly do a checkbox and after that they can’t submit the type without filling this details in so you can truly simply produce any column with anything that you guys require when a creative request can be found in make it a type share the kind sneak peek the program you people how a form looks like um the name of the demand you desire you want to include a certain short with a specific i know each company has a specific structure that

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they utilize um when do you need it by the concern and so on etc um you can take this link after put one 2nd let me click the kind i can share it i can get this link or embed it in a site copy it send it to whoever let’s simply make appearance i’ll just show you people let’s fill it in and you can see um webinar demand test i can include a certain apply for example today whatever remains in the preparation ideas stage and i need the innovative department to assist me it’s right now where i’m working on it i require it by might 23rd and it’s in greatest top priority i want to send it and let me show you guys how it is available in on the board webinar demand test so it’s constantly going to come into the very first group which is necessary to understand and after that it can be called ideas or requests coming in and then i can just proceed take it and move it to a certain 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 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 understood the form and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes remarkable amazing remarkable i’m glad you people are listening and comprehend everything excellent um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll discuss them too and now i’ll just offer like a quick overview this is the individual column as you people understand we have our 7 core columns here and then we have more fascinating 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 just ask assuming one form can populate several columns on one board yes dell you are appropriate every column that you develop can be practically every column you produce can be in a type view and people can fill it out and it is available in as an item on the board fantastic so this is our column center what we use here is a top priority one we called it concern but it’s essentially a rating column um we have actually a. Is Monday.Com A Crm Tool

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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 men how that works i can see that it’s my board particularly i can see that it’s another board and after that if i have a specific project i’m working on i can just connect them with tags and then i can cross board search it to what it matters for so i discover that very cool and i love i like the tech college let me just get out of here [Music] okay um [Music] and yeah and i’m not exactly sure if you men understand what this is but this is a status column and this is a date column and the way i linked them together and did due date mode is let me undo this so i might reveal you men eliminate due date mode basically what i wish to do i want to set as deadline i wish to take the status column but i could take any status column i have for example the. Is Monday.Com A Crm Tool