Monday Com Sales Pipeline – Easily build, run, and scale

This article is focused on answering Monday Com Sales Pipeline …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 3 specific on boards which are use cases for banner and landing page demands consider it more like imaginative demands from designers material so on etc copywriters um a social networks planning and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and then i wish to show you a sneak a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you people that too and lastly i’m going to show 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 people so i have it open and then we’re going to start awesome all right let’s start and landing page demand i’m presuming

 

you people i’m just gon na show um talk about the essentials really quickly however i’m sure you people know that this is a board every one of these are called each row and a group is called a product today we’re going to go over integrations automations views and a lot more fun things so the method i divided my board here is in between months but you can do this in between tasks or clients and it actually simply depends upon your workflow and the way we did it here to you can do it any way you want however a cool method to get a quick prior to working on a creative request is using the type so a type 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 searching for the size of uh the banner that they want the designer to develop and i’ll all right let me show you how to develop a form but basically this type can be found in here and after that the group lead of the innovative design group or any other team can assign a specific designer to deal with it so let me show you people how to develop and include a kind 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 people check the view section since 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 kind view and like i stated it takes particular columns not the individual column naturally but other columns that you can hide or make um viewable for the individual that is going to be given the type they can publish this file if you wish to need it you can always do a checkbox and after that they can’t send the form without filling this details in so you can truly just develop any column with anything that you people require when an innovative demand is available in make it a form share the form sneak peek the program you men how a form appears like um the name of the request you want you want to include a particular quick 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 concern and so on and so forth um you can take this link after put one 2nd let me click on 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 look i’ll just show you guys let’s fill it in and you can see um webinar request test i can add a particular apply for example right now whatever is in the preparation concepts phase and i need the innovative department to help me it’s right now where i’m working on it i require it by may 23rd and it’s in highest concern i want to submit it and let me show you people how it is available in on the board webinar request test so it’s always going to enter the very first group which is important to understand and then it can be called ideas or requests being available in and then i can simply go on take it and move it to a particular 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 on how you describe 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 form and it’s interesting to you just compose yes so i can get feedback while you men are listening yay yes yes remarkable awesome incredible i’m glad you guys are listening and comprehend everything terrific um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll go over them as well today i’ll just provide like a short summary this is the individual column as you people 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 likewise as a view we’ll get to that um soon um dale you simply ask presuming one type can populate several columns on one board yes dell you are right every column that you create can be nearly every column you develop can be in a type view and individuals can fill it out and it comes in as a product on the board fantastic so this is our column center what we use here is a priority one we called it top priority however it’s basically a ranking column um we have actually a. Monday Com Sales Pipeline

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file column and we have a tags column what i love 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 then if i have a certain job i’m dealing with i can merely connect them with tags and after that 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 simply get out of here [Music] alright um [Music] and yeah and i’m uncertain if you people understand what this is but this is a status column and this is a date column and the method i connected them together and did due date mode is let me reverse this so i could show you people eliminate deadline mode generally what i wish to do i wish to set as deadline i wish to take the status column however i could take any status column i have for example the. Monday Com Sales Pipeline