Monday.Com For Crm 2022 – dream workflows

This article is focused on answering Monday.Com For Crm …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you three specific on boards which are usage cases for banner and landing page demands think of it more like imaginative demands from designers content so on etc copywriters um a social networks planning and design or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i want to show you an in e-mail marketing um integrity that we have with mailchimp and then i wish to reveal you a slip a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you people that too and last but not least i’m going to reveal you control panels um so let’s begin in a minute i simply wish to pull up the um thing that i wished to show you men so i have it open and then we’re going to begin remarkable all right let’s begin and landing page demand i’m presuming

 

you guys i’m simply gon na show um discuss the essentials actually quickly however i’m sure you people understand that this is a board each one of these are called a group and each row is called an item today we’re going to review combinations 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 in between jobs or clients and it actually simply depends upon your workflow and the method we did it here to you can do it any way you desire but a cool method to get a brief before working on an innovative request is using the type so a type generally takes all your columns and makes it a link that other individuals can complete which they can submit 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 create and i’ll fine let me reveal you how to create a kind however essentially this form comes in here and then the team lead of the creative style team or any other group can designate a certain designer to work on it so let me reveal you guys how to create and include a kind if anything is too fast or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i advise you people inspect the view area since it’s simply another method to show um all your items simply 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 form view and like i stated it takes specific columns not the individual column of course but other columns that you can conceal or make um viewable for the person that is going to be given the kind they can publish this file if you wish to require it you can always do a checkbox and then they can’t submit the type without filling this information in so you can really simply develop any column with anything that you men need when an innovative demand can be found in make it a kind share the type preview the show you guys how a form appears like um the name of the request you desire you wish to include a certain brief with a particular i know each business has a particular structure that

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they use um when do you require it by the concern and so on and so forth 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 just make appearance i’ll just reveal you men let’s fill it in and you can see um webinar demand test i can include a particular apply for example right now everything is in the planning ideas stage and i need the imaginative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it remains in greatest top priority i want to send it and let me reveal you people how it comes in on the board webinar request test so it’s constantly going to enter into the very first group which is essential to understand and after that it can be called demands or concepts coming in and after that i can just go on take it and move it to a particular 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 detail 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 understood the kind and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes incredible awesome remarkable i’m glad you men are listening and understand everything excellent um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll go over them as well and now i’ll just provide like a short introduction this is the individual column as you people understand 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 item itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one type can populate numerous columns on one board yes dell you are appropriate every column that you produce can be almost every column you develop can be in a kind view and people can fill it out and it comes in as an item on the board terrific so this is our column center what we use here is a concern one we named it concern however it’s essentially a rating column um we have a. Monday.Com For Crm

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Monday.Com For Crm