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

This article is focused on answering Monday.Com As A Crm …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced 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 of it more like creative demands from designers content so on etc 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 reveal you an in e-mail marketing um stability that we have with mailchimp and then i want to reveal you a sneak a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll show you people that too and last but not least i’m going to show you dashboards um so let’s start in a minute i simply wish to pull up the um thing that i wanted to show you men so i have it open and after that we’re going to start amazing all right let’s start and landing page request i’m assuming

 

you people i’m simply gon na reveal um speak about the essentials really quickly however i make sure you people understand 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 enjoyable things so the way i divided my board here is between months but you can do this in between projects or clients and it really just depends on your workflow and the method we did it here to you can do it any way you want however a cool way to get a brief before dealing with an innovative request is utilizing the type so a kind basically takes all your columns and makes it a link that other people can complete 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 want the designer to develop and i’ll alright let me reveal you how to produce a type however basically this kind can be found in here and then the group lead of the imaginative style team or any other group can assign a particular designer to deal with it so let me reveal you guys how to produce and include a form if anything is too quick or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here include view i advise you people inspect the view area because it’s just another method to show um all your products just see things on a calendar or in a chart or you desire a file view another way to see um particular things on your board so close the type view and like i stated it takes certain 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 offered the form they can upload this file if you want to need it you can always do a checkbox and after that they can’t send the type without filling this information in so you can truly simply produce any column with anything that you guys require when an innovative request comes in make it a form share the form preview the program you people how a form looks like um the name of the request you desire you want to add a certain brief with a certain i know each business has a particular structure that

gantt charts project management tool monday.com alternatives

they use um when do you require it by the priority and so on etc um you can take this link after put one 2nd let me click on the form i can share it i can get this link or embed it in a website copy it send it to whoever let’s just make look i’ll simply show you guys let’s fill it in and you can see um webinar request test i can include a particular apply for example right now whatever is in the planning concepts phase and i require the imaginative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it’s in greatest concern i want to submit it and let me reveal you people how it comes in on the board webinar request test so it’s constantly going to enter the first group which is necessary to understand and after that it can be called ideas or requests being available in and after that i can just go ahead 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 on how you detail your workflow just to make sure you people 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 compose yes so i can get feedback while you men are listening yay yes yes incredible incredible incredible i’m glad you people are listening and understand whatever fantastic um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll review them also today i’ll simply offer like a brief summary this is the individual column as you people know we have our seven 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 product itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one form can populate a number of columns on one board yes dell you are correct every column that you produce can be almost every column you develop can be in a kind view and individuals can fill it out and it comes in as a product on the board terrific so this is our column center what we use here is a top priority one we called it top priority but it’s basically a score column um we have a. Monday.Com As A Crm

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

file column and we have a tags column what i like about the tag column is if i click this today 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 people how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a specific project i’m working on i can merely link them with tags and then i can cross board search it to what it’s relevant for so i discover that super cool and i love i love the tech college let me just leave here [Music] okay um [Music] and yeah and i’m not exactly sure if you guys know what this is however this is a status column and this is a date column and the way i connected them together and did deadline mode is let me undo this so i could show you men remove due date mode generally what i wish to do i want to set as due date i wish to take the status column however i might take any status column i have for example the. Monday.Com As A Crm

Monday Com As A Crm – Easily build, run, and scale

This article is focused on answering Monday Com As A Crm …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you three particular on boards which are usage cases for banner and landing page requests consider it more like innovative demands from designers content so on and so forth copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i want to reveal 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 have the ability to integrate with facebook for facebook ads so i’ll reveal you men that also and lastly i’m going to reveal you control panels um so let’s begin in a minute i just wish to pull up the um thing that i wished to show you men so i have it open and after that we’re going to start incredible okay let’s start and landing page request i’m presuming

 

you guys i’m simply gon na show um talk about the basics really quickly however 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 discuss combinations automations views and a lot more fun things so the method i divided my board here is between months but you can do this in between projects or customers and it actually simply depends upon your workflow and the method we did it here to you can do it any way you want however a cool way to get a quick before dealing with a creative request is utilizing the form so a kind 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 reveal you how to produce a form however essentially this type can be found in here and then the team lead of the imaginative style group or any other group can assign a particular designer to deal with it so let me show you people how to add a form and create 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 suggest you people inspect the view section due to the fact that it’s just another method to show um all your products simply 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 kind view and like i said it takes specific columns not the individual column obviously but other columns that you can conceal or make um viewable for the individual that is going to be given the form they can publish this file if you want to require it you can always do a checkbox and after that they can’t send the kind without filling this info in so you can actually just create any column with anything that you guys require when an imaginative demand is available in make it a kind share the kind sneak peek the program you men how a type looks like um the name of the demand you want you want to include a particular quick with a specific i understand each business has a certain structure that

gantt charts project management tool monday.com alternatives

they utilize um when do you need it by the concern and so on etc um you can take this link after put one second 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 just make appearance i’ll simply show you guys let’s fill it in and you can see um webinar request test i can include a specific declare example right now whatever remains in the preparation ideas phase and i need the creative department to assist me it’s right now where i’m working on it i require it by may 23rd and it’s in greatest priority i want to submit it and let me reveal you men how it is available in on the board webinar demand test so it’s constantly going to enter the first group which is necessary to understand and then it can be called demands or ideas can be found in and after that i can simply proceed take it and move it to a specific 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 on how you detail your workflow simply to ensure you people 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 men are listening yay yes yes amazing remarkable awesome i’m glad you people are listening and comprehend whatever terrific um if any of these columns are you’re not familiar with them just write me in the chat and i’ll review them as well and now i’ll just provide like a quick overview this is the individual column as you men know we have our seven core columns here and after that 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 likewise as a view we’ll get to that um soon um dale you just ask presuming one form can occupy numerous columns on one board yes dell you are right every column that you create can be practically every column you create can be in a kind view and people can fill it out and it comes in as an item on the board terrific so this is our column center what we utilize here is a priority one we named it top priority however it’s essentially a rating column um we have a. Monday Com As A Crm

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

file column and we have a tags column what i enjoy about the tag column is if i click on this today it’s going to do a cross board search about every board i have on my um account and it’s going to browse facebook it’s going to do a cross board search let me reveal you people 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 dealing with i can just link them with tags and after that i can cross board search it to what it’s relevant for so i find that very cool and i love i enjoy the tech college let me just get out of here [Music] all right um [Music] and yeah and i’m not exactly sure if you men know what this is but this is a status column and this is a date column and the way i linked them together and did deadline mode is let me reverse this so i might reveal you people eliminate due date mode basically what i want to do i wish to set as deadline i wish to take the status column however i might take any status column i have for example the. Monday Com As A Crm