Can You Use Monday.Com As A Crm 2022 – dream workflows

This article is focused on answering Can You Use Monday.Com As A Crm …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you three specific on boards which are use cases for banner and landing page requests consider it more like innovative requests from designers material so on and so forth copywriters um a social networks planning and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i want to reveal you a sneak a preview of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you guys that too and lastly i’m going to reveal you dashboards um so let’s begin in a minute i just wish to bring up the um thing that i wished to reveal you people so i have it open and then we’re going to begin amazing okay let’s start and landing page demand i’m presuming

 

you men i’m just gon na reveal um speak about the fundamentals actually quickly but i make sure you men know 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 integrations automations views and a lot more fun things so the method i divided my board here is in between months however you can do this between clients or projects and it truly simply depends upon your workflow and the way we did it here to you can do it any way you desire but a cool method to get a short before dealing with a creative demand is using the kind so a kind basically takes all your columns and makes it a link that other people 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 produce and i’ll fine let me reveal you how to create a kind however essentially this type is available in here and after that the group lead of the creative design group or any other team can appoint a specific designer to work on it so let me reveal you men how to add a kind and create 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 recommend you guys examine the view area due to the fact that it’s simply another method to reveal um all your items simply see things on a calendar or in a chart or you desire a file view another method to see um certain things on your board so close the type view and like i stated it takes certain columns not the individual column of course however other columns that you can conceal or make um viewable for the person that is going to be given the form they can submit this file if you want to require it you can constantly do a checkbox and then they can’t send the form without filling this information in so you can really just produce any column with anything that you guys need when an innovative demand can be found in make it a kind share the form sneak peek the program you men how a type looks like um the name of the demand you want you want to include a certain short with a particular i know each company has a specific structure that

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they utilize um when do you require it by the top priority and so on and so forth um you can take this link after put one second let me click the type 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 appearance i’ll just reveal you people let’s fill it in and you can see um webinar request test i can add a specific declare example today everything is in the planning concepts phase and i require the innovative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it’s in highest top priority i want to send it and let me show 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 very important to know and then it can be called demands or concepts being available in and after that i can simply go on take it and move it to a particular group that i think it’s relevant for in this case it needs 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 upon how you describe your workflow simply to make certain you guys 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 write yes so i can get feedback while you people are listening yay yes yes incredible awesome amazing i’m glad you guys are listening and understand whatever fantastic um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll discuss them too today i’ll simply give like a short 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 item itself and likewise as a view we’ll get to that um soon um dale you simply ask assuming one type can occupy several columns on one board yes dell you are appropriate every column that you produce can be nearly every column you create can be in a type view and people can fill it out and it comes in as a product on the board excellent so this is our column center what we utilize here is a concern one we called it top priority but it’s generally a ranking column um we have actually a. Can You Use Monday.Com As A Crm

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file column and we have a tags column what i like 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 browse facebook it’s going to do a cross board search let me show you guys how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a specific project i’m dealing with i can just connect them with tags and after that i can cross board search it to what it matters for so i find that incredibly cool and i love i enjoy the tech college let me simply leave here [Music] all right um [Music] and yeah and i’m not exactly sure if you guys understand what this is however this is a status column and this is a date column and the way i connected them together and did deadline mode is let me undo this so i might reveal you men remove deadline mode essentially what i want to do i want to set as due date i want to take the status column however i might take any status column i have for example the. Can You Use Monday.Com As A Crm