Monday Com Crm – Easily build, run, and scale

This article is focused on answering Monday Com Crm …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 three particular on boards which are usage cases for banner and landing page requests think about it more like creative demands from designers material 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 discuss marketing project tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i wish to show you a slip a sneak peek of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you men that as well and last but not least i’m going to reveal you control panels um so let’s begin 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 after that we’re going to start remarkable okay let’s begin and landing page demand i’m presuming

 

you guys i’m simply gon na reveal um talk about the essentials truly rapidly however i make sure you guys understand 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 discuss 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 jobs or clients and it really just depends on 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 brief before working on an imaginative request is using the type so a type basically takes all your columns and makes it a link that other individuals can submit which they can upload files um a text column of like what they’re searching for the size of uh the banner that they want the designer to create and i’ll okay let me show you how to produce a type however generally this type is available in here and then the team lead of the innovative style group or any other team can assign a particular designer to deal with it so let me reveal you guys how to include a type and produce if anything is too fast or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here add view i advise you guys inspect the view area due to the fact that it’s just another way 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 particular things on your board so close the kind view and like i stated it takes specific columns not the individual column of course but other columns that you can hide or make um viewable for the person that is going to be given the kind they can submit this file if you wish to need it you can constantly do a checkbox and after that they can’t submit the kind without filling this details in so you can actually simply produce any column with anything that you men need when an innovative demand is available in make it a form share the form preview the show you men how a form looks like um the name of the request you desire you wish to include a particular short with a particular i know each company has a specific 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 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 look i’ll just reveal you people let’s fill it in and you can see um webinar request test i can add a certain declare example today whatever is in the planning ideas phase and i need the imaginative department to assist me it’s right now where i’m working on it i need it by may 23rd and it’s in highest concern i want to submit it and let me reveal you men how it comes in on the board webinar request test so it’s always going to come into the first group which is necessary to know and then it can be called requests or concepts being available in and after that i can just proceed take it and move it to a certain group that i believe it matters for in this case it requires 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 upon how you describe 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 understood the kind and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes remarkable remarkable amazing i’m glad you people are listening and comprehend whatever terrific um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll review them too today i’ll simply provide like a short summary this is the individual column as you guys know we have our 7 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 also as a view we’ll get to that um soon um dale you simply ask presuming one type can occupy several columns on one board yes dell you are appropriate every column that you produce can be almost every column you produce can be in a type view and individuals can fill it out and it can be found in as a product on the board great so this is our column center what we use here is a priority one we named it concern however it’s essentially a score column um we have a. Monday Com Crm

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Monday Com Crm