Monday Com Sales Crm 2022 – dream workflows

This article is focused on answering Monday Com Sales 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 demands think about it more like imaginative requests from designers material so on and so forth copywriters um a social networks planning and design or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and then i wish to reveal you a slip a sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you guys that also and finally i’m going to reveal you dashboards um so let’s start in a minute i simply want to pull up the um thing that i wanted to reveal you guys so i have it open and after that we’re going to begin awesome fine let’s begin and landing page demand i’m presuming

 

you guys i’m just gon na reveal um speak about the basics truly quickly but i’m sure you people understand that this is a board every one of these are called a group and each row is called a product today we’re going to discuss combinations automations views and a lot more fun things so the method i divided my board here is between months however you can do this between jobs or customers and it actually just depends on your workflow and the method we did it here to you can do it any way you want but a cool method to get a quick prior to working on an innovative demand is using the kind so a form basically takes all your columns and makes it a link that other individuals 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 produce and i’ll alright let me show you how to create a form but basically this form can be found in here and then the team lead of the innovative style team or any other team can appoint a particular designer to work on it so let me reveal you men how to include a form and produce if anything is too quick or something is not clear 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 since it’s just another method to show um all your products 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 kind view and like i said it takes particular columns not the individual column naturally but 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 wish to require it you can constantly do a checkbox and then they can’t submit the form without filling this info in so you can actually simply create any column with anything that you men require when an innovative request comes in make it a type share the kind preview the program you guys how a kind looks like um the name of the request you want you want to include a particular quick with a specific i know each company has a particular structure that

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they use um when do you need 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 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 show you people let’s fill it in and you can see um webinar request test i can include a particular file for example today whatever remains in the planning ideas stage and i need the creative department to help me it’s right now where i’m working on it i require it by might 23rd and it remains in highest top priority i wish to send it and let me show you guys how it is available in on the board webinar request test so it’s always going to enter the very first group which is very important to know and after that it can be called concepts or demands coming in and after that i can just go ahead take it and move it to a particular group that i think 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 board or another group depending on how you describe your workflow just to make certain you people are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you just compose yes so i can get feedback while you people are listening yay yes yes remarkable awesome amazing i’m glad you guys are listening and comprehend whatever fantastic um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll review them as well now i’ll just offer like a short overview this is the individual column as you people know we have our seven core columns here and after that 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 quickly um dale you simply ask presuming one form can populate a number of columns on one board yes dell you are correct every column that you produce can be almost every column you produce can be in a kind view and individuals can fill it out and it comes in as an item on the board great so this is our column center what we utilize here is a top priority one we called it priority but it’s generally a ranking column um we have a. Monday Com Sales Crm

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file column and we have a tags column what i love about the tag column is if i click on 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 people how that works i can see that it’s my board particularly i can see that it’s another board and after that if i have a certain job i’m dealing with i can merely connect them with tags and then i can cross board search it to what it’s relevant for so i discover that incredibly cool and i love i enjoy the tech college let me simply get out of here [Music] fine 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 linked them together and did due date mode is let me undo this so i could show you men eliminate due date mode basically what i wish to do i want to set as deadline i want to take the status column however i might take any status column i have for example the. Monday Com Sales Crm