Is Monday.Com A Good Crm 2022 – dream workflows

This article is focused on answering Is Monday.Com A Good Crm …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you 3 particular 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 media preparation and design or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i wish to show you an in email marketing um stability that we have with mailchimp and after that i want to reveal you a slip a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you guys that also and last but not least i’m going to show you control panels um so let’s begin in a minute i simply 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 start awesome alright let’s begin and landing page demand i’m assuming

 

you men i’m simply gon na reveal um talk about the essentials truly rapidly however i’m sure you guys understand 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 go over integrations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months but you can do this between clients or jobs and it actually simply depends upon your workflow and the way we did it here to you can do it any way you desire but a cool way to get a quick before working on an innovative request is utilizing the form so a form basically takes all your columns and makes it a link that other people can submit 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 develop and i’ll alright let me show you how to create a kind however essentially this form can be found in here and after that the group lead of the creative design group or any other team can assign a specific designer to work on it so let me reveal you people how to produce and include a form if anything is too fast or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you men inspect the view section since it’s just 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 way to see um certain things on your board so close the form view and like i stated it takes specific columns not the person column obviously but other columns that you can conceal or make um viewable for the person that is going to be given the type they can upload this file if you wish to need it you can always do a checkbox and after that they can’t send the type without filling this information in so you can actually just produce any column with anything that you men need when a creative demand comes in make it a type share the form preview the program you people how a kind looks like um the name of the demand you desire you want to include a specific quick with a specific i understand each company has a certain structure that

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they utilize um when do you require it by the concern and so on etc um you can take this link after put one second 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 appearance i’ll just reveal you people let’s fill it in and you can see um webinar demand test i can include a particular declare example right now whatever is in the preparation concepts stage and i need the creative department to assist me it’s right now where i’m working on it i require it by may 23rd and it’s in greatest concern i want to send it and let me reveal you people how it comes in on the board webinar request test so it’s always going to enter the first group which is necessary to know and after that it can be called requests or concepts can be found in and after that i can simply 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 might so i’m going to keep it in this group i can move it to another group or another board depending upon how you outline your workflow just 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 form and it’s interesting to you simply compose yes so i can get feedback while you men are listening yay yes yes incredible remarkable remarkable i’m glad you people are listening and understand whatever terrific um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll review them as well and now i’ll simply provide like a brief introduction this is the person column as you men know we have our 7 core columns here and after that 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 also as a view we’ll get to that um soon um dale you just ask assuming one type can occupy a number of columns on one board yes dell you are appropriate 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 is available in as a product on the board excellent so this is our column center what we use here is a priority one we called it priority however it’s generally a ranking column um we have actually a. Is Monday.Com A Good 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 right now 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 reveal you men 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 particular job i’m working on i can just connect them with tags and then i can cross board search it to what it’s relevant for so i find that extremely cool and i love i like the tech college let me just leave here [Music] alright um [Music] and yeah and i’m not exactly sure if you people know what this is however this is a status column and this is a date column and the method i linked them together and did deadline mode is let me undo this so i might reveal you people remove deadline mode essentially what i want to do i want to set as due date i want to take the status column but i could take any status column i have for example the. Is Monday.Com A Good Crm