Monday.Com For Sales Teams – Easily build, run, and scale

This article is focused on answering Monday.Com For Sales Teams …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you three specific on boards which are use cases for banner and landing page requests think about it more like innovative demands from designers material so on etc copywriters um a social networks planning and design or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and then i wish to reveal you a sneak a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll show you men that as well and lastly i’m going to show you dashboards um so let’s start in a minute i simply want to pull up the um thing that i wished to reveal you men so i have it open and after that we’re going to begin amazing okay let’s begin and landing page demand i’m presuming

 

you people i’m just gon na reveal um discuss the basics actually quickly but i make certain 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 fun things so the way i divided my board here is between months however you can do this in between jobs or clients and it actually 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 short before working on an innovative demand is using the form so a type basically takes all your columns and makes it a link that other individuals can submit 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 create and i’ll fine let me show you how to develop a kind but basically this form is available in here and after that the group lead of the innovative design team or any other group can assign a specific designer to work on it so let me reveal you guys how to add a type and produce if anything is too fast 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 suggest you people check the view area since it’s just another way to show um all your items simply 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 form view and like i stated it takes certain columns not the person column naturally however other columns that you can conceal or make um viewable for the person that is going to be provided the type they can upload this file if you want to require it you can constantly do a checkbox and after that they can’t send the kind without filling this information in so you can actually simply create any column with anything that you guys need when a creative demand is available in make it a type share the form sneak peek the show you people how a kind looks like um the name of the demand you desire you want to add a specific short with a specific i know each business has a specific structure that

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they use um when do you need it by the priority and so on etc um you can take this link after put one 2nd let me click the type 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 guys let’s fill it in and you can see um webinar request test i can include a specific file for example right now whatever remains in the preparation ideas stage and i need the innovative department to help me it’s right now where i’m working on it i require it by might 23rd and it remains in greatest priority i want to send it and let me show you men how it is available in on the board webinar demand test so it’s constantly going to enter into the first group which is important to know and then it can be called demands or concepts can be found 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 describe your workflow just 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 form and it’s interesting to you simply write yes so i can get feedback while you men are listening yay yes yes awesome awesome amazing i’m glad you guys are listening and understand whatever terrific um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll go over them as well but now i’ll simply offer like a quick summary this is the individual column as you guys know we have our seven core columns here and then we have more interesting columns when i go to more columns so it’s either a timeline where i can have it also on the item itself and likewise as a view we’ll get to that um soon um dale you just ask presuming one kind can occupy several columns on one board yes dell you are correct every column that you develop can be practically every column you create can be in a form view and individuals can fill it out and it is available in as a product on the board excellent so this is our column center what we use here is a concern one we called it concern but it’s essentially a score column um we have a. Monday.Com For Sales Teams

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Monday.Com For Sales Teams