Using Monday.Com For Crm – Easily build, run, and scale

This article is focused on answering Using Monday.Com For 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 use cases for banner and landing page demands think about it more like imaginative requests 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 go over marketing campaign 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 two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you guys that also and last but not least i’m going to reveal you dashboards um so let’s start in a minute i simply wish to bring up the um thing that i wanted to show you men so i have it open and after that we’re going to start incredible fine let’s start and landing page request i’m presuming

 

you men i’m simply gon na show um talk about the basics really quickly but i make sure you men know that this is a board every one of these are called each row and a group is called an item today we’re going to discuss integrations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months however you can do this in between customers or tasks and it really simply depends on your workflow and the way we did it here to you can do it any way you desire however a cool method to get a brief before dealing with an innovative request is using the form 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 searching for the size of uh the banner that they want the designer to develop and i’ll okay let me reveal you how to produce a kind however generally this form can be found in here and after that the team lead of the imaginative style team or any other group can appoint a certain designer to deal with it so let me show you people how to develop and include 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 guys inspect the view section due to the fact that it’s just another method to reveal um all your items just see things on a calendar or in a chart or you want a file view another method to see um particular things on your board so close the kind view and like i said it takes particular columns not the person column obviously however other columns that you can conceal or make um viewable for the person that is going to be offered the type they can upload this file if you wish to need it you can always do a checkbox and then they can’t submit the kind without filling this details in so you can actually just create any column with anything that you guys require when an imaginative request can be found in make it a form share the type sneak peek the show you guys how a type looks like um the name of the demand you desire you wish to add a specific quick with a particular i understand each business has a specific 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 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 just make look i’ll just show you people let’s fill it in and you can see um webinar request test i can add a specific apply for example right now whatever remains in the preparation concepts phase and i need the creative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it remains in highest concern i wish to send it and let me reveal you guys how it comes in on the board webinar demand test so it’s always going to enter the very first group which is essential to know and then it can be called ideas or requests can be found in and then i can just go on take it and move it to a certain group that i believe it’s relevant 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 group or another board depending on how you outline your workflow just 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 compose yes so i can get feedback while you people are listening yay yes yes remarkable amazing amazing i’m glad you people are listening and understand everything great um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll discuss them also now i’ll simply offer like a brief summary this is the person column as you people know we have our seven core columns here and then 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 product itself and also as a view we’ll get to that um quickly um dale you simply ask presuming one kind can occupy a number of columns on one board yes dell you are right every column that you develop can be almost every column you create can be in a type view and people can fill it out and it is available in as an item on the board fantastic so this is our column center what we utilize here is a concern one we called it top priority however it’s generally a score column um we have a. Using Monday.Com For Crm

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Using Monday.Com For Crm