Monday Com For Sales 2022 – dream workflows

This article is focused on answering Monday Com For Sales …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 reveal you 3 particular on boards which are use cases for banner and landing page demands consider it more like creative demands from designers content so on etc copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i want to show you an in e-mail marketing um stability that we have with mailchimp and then i want to show you a sneak a sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll reveal you guys that also and finally i’m going to show you control panels um so let’s start in a minute i simply wish to bring up the um thing that i wished 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 demand i’m presuming

 

you men i’m simply gon na show um discuss the fundamentals actually quickly but i make 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 go over integrations automations views and a lot more enjoyable stuff so the way i divided my board here is between months but you can do this between customers or projects and it really just depends on 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 brief prior to working on a creative request is utilizing the kind so a kind essentially takes all your columns and makes it a link that other people can complete which they can submit files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to create and i’ll alright let me show you how to produce a kind but basically this form is available in here and after that the group lead of the creative design group or any other team can assign a certain designer to deal with it so let me reveal you men how to create and include a type if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here include view i suggest you guys examine the view area since it’s simply another way to reveal um all your products just see things on a calendar or in a chart or you want a file view another way to see um certain things on your board so close the type view and like i stated it takes certain columns not the person column naturally however other columns that you can conceal or make um viewable for the person that is going to be given the type they can publish this file if you want to require it you can constantly do a checkbox and after that they can’t submit the form without filling this information in so you can truly simply develop any column with anything that you people require when an innovative demand can be found in make it a type share the type sneak peek the show you men how a kind appears like um the name of the demand you want you want to include a specific brief with a particular i know each company has a specific structure that

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they use um when do you need it by the priority and so on etc um you can take this link after put one 2nd let me click on the kind 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 reveal you people let’s fill it in and you can see um webinar request test i can add a particular file for example today whatever remains in the planning ideas stage and i need the imaginative department to assist me it’s right now where i’m dealing with it i need it by might 23rd and it remains in greatest priority i wish to submit it and let me show you guys how it is available in on the board webinar demand test so it’s constantly going to come into the first group which is essential to know and after that it can be called ideas or requests being available in and after that i can simply go on take it and move it to a particular group that i think it matters 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 board or another group depending upon how you outline your workflow simply to make sure 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 write yes so i can get feedback while you men are listening yay yes yes incredible remarkable awesome i’m glad you guys are listening and understand everything excellent um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll go over them also but now i’ll simply give like a quick introduction this is the person column as you people understand we have our 7 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 quickly um dale you just ask assuming one type can populate a number of columns on one board yes dell you are right every column that you create can be nearly every column you create can be in a form view and people can fill it out and it comes in as a product on the board fantastic so this is our column center what we use here is a concern one we called it concern but it’s generally a rating column um we have a. Monday Com For Sales

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file column and we have a tags column what i love 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 search 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 then if i have a certain task i’m working on i can simply link them with tags and after that i can cross board search it to what it matters for so i discover that incredibly cool and i love i like the tech college let me just leave here [Music] alright um [Music] and yeah and i’m unsure if you people know what this is however this is a status column and this is a date column and the way i linked them together and did due date mode is let me reverse this so i might show you guys eliminate deadline mode essentially what i wish to do i want to set as deadline i want to take the status column but i might take any status column i have for example the. Monday Com For Sales