Monday.Com And Salesforce – Easily build, run, and scale

This article is focused on answering Monday.Com And Salesforce …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 three specific on boards which are use cases for banner and landing page demands consider it more like imaginative requests from designers material so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing campaign tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and after that i wish to reveal you a slip a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you guys that also and finally i’m going to show you dashboards um so let’s begin in a minute i simply wish to pull up the um thing that i wished to reveal you guys so i have it open and then we’re going to start incredible okay let’s begin and landing page demand i’m assuming

 

you guys i’m just gon na show um discuss the fundamentals really quickly however i make sure you guys know that this is a board each one of these are called a group and each row is called a product today we’re going to review combinations automations views and a lot more fun things so the method i divided my board here is in between months however you can do this in between projects or clients and it really simply depends on your workflow and the way we did it here to you can do it any way you desire however a cool way to get a short before working on an imaginative request is utilizing the form so a form basically 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 desire the designer to develop and i’ll fine let me show you how to create a kind however basically this kind is available in here and after that the team lead of the imaginative style team or any other group can appoint a specific designer to work on it so let me reveal you guys how to include a kind and develop if anything is too quick or something is unclear please write it to me in the chat and i’ll try clarify so i can go here include view i advise you guys examine the view section because it’s just another method to reveal 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 certain things on your board so close the kind view and like i stated it takes particular columns not the person column of course but other columns that you can conceal or make um viewable for the individual that is going to be offered the form they can submit this file if you wish to need it you can constantly do a checkbox and then they can’t send the form without filling this information in so you can truly just produce any column with anything that you guys need when a creative request comes in make it a kind share the type sneak peek the program you men how a kind looks like um the name of the request you desire you want to include a specific quick with a particular i know each company has a certain structure that

gantt charts project management tool monday.com alternatives

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 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 simply make look i’ll just show you men let’s fill it in and you can see um webinar request test i can include a certain apply for example today whatever is in the preparation ideas stage and i need the innovative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it’s in highest concern i wish to submit it and let me show you men how it comes in on the board webinar request test so it’s constantly going to come into the first group which is essential to know and after that it can be called demands or concepts being available in and after that i can simply proceed take it and move it to a certain group that i believe it matters 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 group or another board depending on how you outline 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 understood the form and it’s interesting to you simply compose yes so i can get feedback while you men are listening yay yes yes remarkable remarkable remarkable i’m glad you people are listening and understand whatever great um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll discuss them too but now i’ll just give like a brief overview this is the individual column as you guys understand 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 product itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one kind can occupy a number of columns on one board yes dell you are correct every column that you develop can be practically every column you develop can be in a type view and people can fill it out and it comes in as an item on the board excellent so this is our column center what we utilize here is a concern one we named it top priority but it’s essentially a rating column um we have actually a. Monday.Com And Salesforce

monday.com, project management, tool, software application, rates, asana, apps, trello, kanban, microsoft, automations, solution, crm, user, task management software, gantt charts, basecamp, business, button, api, kanban board, airtable, dashboard.

Monday.Com And Salesforce

Monday Com And Salesforce – Easily build, run, and scale

This article is focused on answering Monday Com And Salesforce …I’m a customer success manager 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 requests consider it more like imaginative requests from designers material so on etc copywriters um a social networks planning and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i want to show you an in e-mail marketing um integrity that we have with mailchimp and then i want to show you a slip a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you men that as well and lastly i’m going to reveal you control panels um so let’s start in a minute i simply want to bring up the um thing that i wished to show you guys so i have it open and then we’re going to begin awesome alright let’s start and landing page request i’m presuming

 

you men i’m just gon na show um discuss the basics actually quickly but i make sure you guys know that this is a board each one of these are called each row and a group is called an item today we’re going to review combinations automations views and a lot more fun stuff so the method i divided my board here is in between months but you can do this in between customers or jobs and it actually simply depends on your workflow and the way we did it here to you can do it any way you desire but a cool method to get a short prior to dealing with a creative demand is using the kind so a type basically takes all your columns and makes it a link that other individuals can complete which they can upload 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 fine let me show you how to produce a kind but essentially this form comes in here and after that the team lead of the innovative design group or any other team can appoint a certain designer to deal with it so let me show you people how to develop and include a type if anything is too quick or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you guys check the view section because it’s simply another way to show um all your items simply 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 kind view and like i said it takes particular columns not the individual column naturally however other columns that you can conceal or make um viewable for the person that is going to be provided the kind they can submit this file if you want to need it you can constantly do a checkbox and then they can’t submit the kind without filling this information in so you can actually just create any column with anything that you men need when a creative demand is available in make it a type share the form sneak peek the program you men how a kind looks like um the name of the request you desire you want to include a certain quick with a particular i know each company has a specific structure that

gantt charts project management tool monday.com alternatives

they utilize um when do you require it by the concern and so on and so forth 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 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 include a certain apply for example right now everything remains 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 may 23rd and it’s in greatest top priority i want to send it and let me reveal you guys how it can be found in on the board webinar request test so it’s always going to come into the very first group which is necessary to understand and after that it can be called ideas or demands coming in and after that i can just go on take it and move it to a certain group that i think 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 board or another group depending upon how you detail your workflow simply to make sure 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 guys are listening yay yes yes incredible awesome awesome i’m glad you people are listening and comprehend everything terrific um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll review them too but now i’ll just give like a brief overview this is the individual column as you people know 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 product itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming one type can occupy numerous columns on one board yes dell you are appropriate every column that you develop can be almost every column you develop can be in a kind view and individuals can fill it out and it comes in as an item on the board great so this is our column center what we use here is a top priority one we named it priority however it’s essentially a score column um we have a. Monday Com And Salesforce

monday.com, project management, tool, software, prices, asana, apps, trello, kanban, microsoft, automations, option, crm, user, job management software, gantt charts, basecamp, business, button, api, kanban board, airtable, dashboard.

Monday Com And Salesforce