This article is focused on answering Monday.Com Vs Zoho Crm …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 show you three particular on boards which are use cases for banner and landing page requests think of it more like creative requests from designers material so on and so forth copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i wish to show you a sneak a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you people that as well and last but not least 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 guys so i have it open and then we’re going to start awesome fine let’s start and landing page demand i’m presuming
you men i’m simply gon na reveal um speak about the essentials truly quickly however i’m sure you people understand that this is a board each one of these are called each row and a group is called a product today we’re going to discuss 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 jobs or clients and it really simply depends on your workflow and the method we did it here to you can do it any way you want however a cool method to get a brief before dealing with a creative demand is using the type so a type basically takes all your columns and makes it a link that other individuals can fill out which they can upload files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to produce and i’ll okay let me reveal you how to develop a form however basically this type is available in here and then the team lead of the creative style group or any other team can assign a particular designer to deal with it so let me show you guys how to produce and add a kind 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 add view i advise you people inspect the view area because it’s simply another way 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 form 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 offered the kind they can submit this file if you want to require it you can always do a checkbox and after that they can’t submit the type without filling this details in so you can really simply create any column with anything that you men require when a creative demand can be found in make it a kind share the type preview the program you men how a type appears like um the name of the demand you desire you wish to add a certain brief with a certain i understand each business has a certain structure that
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they use um when do you require it by the top priority and so on etc um you can take this link after put one 2nd let me click on 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 simply show you guys let’s fill it in and you can see um webinar request test i can add a certain declare example right now everything is in the preparation ideas stage and i require the creative department to assist me it’s right now where i’m working on it i require it by might 23rd and it’s in greatest concern i wish to submit it and let me reveal you men how it can be found in on the board webinar request test so it’s constantly going to enter into the first group which is necessary to understand and after that it can be called demands or concepts can be found in and after that i can just go on take it and move it to a certain group that i think 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 simply to ensure you guys are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you simply compose yes so i can get feedback while you people are listening yay yes yes incredible amazing incredible i’m glad you men are listening and comprehend whatever great um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll go over them too now i’ll just offer like a brief introduction this is the individual column as you guys understand 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 quickly um dale you just ask presuming one type can occupy numerous columns on one board yes dell you are correct every column that you create can be almost every column you develop can be in a type 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 priority one we called it concern but it’s essentially a ranking column um we have actually a. Monday.Com Vs Zoho Crm
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Monday.Com Vs Zoho Crm