This article is focused on answering Can Monday Com Be Used As A 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 specific on boards which are usage cases for banner and landing page requests consider it more like imaginative requests from designers content so on and so forth copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i wish to show you an in e-mail marketing um integrity that we have with mailchimp and then i wish to show you a sneak a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll show you people that too and finally i’m going to reveal you control panels um so let’s start in a minute i just wish to bring up the um thing that i wished to show you guys so i have it open and then we’re going to start remarkable all right let’s start and landing page request i’m assuming
you people i’m simply gon na show um discuss the fundamentals actually rapidly however i’m sure you men know that this is a board each one of these are called a group and each row is called a product today we’re going to review combinations 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 jobs or customers and it actually just depends upon your workflow and the method we did it here to you can do it any way you desire but a cool way to get a short before working on a creative demand is utilizing the form so a kind essentially takes all your columns and makes it a link that other individuals can fill out 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 produce and i’ll all right let me show you how to create a form however essentially this kind can be found in here and after that the group lead of the innovative design group or any other group can appoint a certain designer to work on it so let me reveal you guys how to create and add a form if anything is too quick or something is unclear please write it to me in the chat and i’ll try clarify so i can go here include view i recommend you people inspect the view area due to the fact that it’s simply another way to reveal um all your products simply see things on a calendar or in a chart or you want a file view another method to see um particular things on your board so close the form view and like i said it takes specific columns not the individual column obviously but other columns that you can hide or make um viewable for the individual that is going to be provided the type they can submit this file if you want to require it you can constantly do a checkbox and then they can’t submit the type without filling this information in so you can truly just develop any column with anything that you people require when an innovative request is available in make it a kind share the kind preview the show you guys how a kind looks like um the name of the request you want you wish to add a certain quick with a particular i understand 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 and so forth um you can take this link after put one 2nd let me click the form i can share it i can get this link or embed it in a website copy it send it to whoever let’s simply make look i’ll just reveal you guys let’s fill it in and you can see um webinar demand test i can add a specific declare example today everything is in the planning concepts stage and i need the innovative department to assist me it’s right now where i’m working on it i require it by may 23rd and it remains in greatest top priority i want to submit it and let me reveal you guys how it is available in on the board webinar request test so it’s always going to enter into the first group which is essential to know and after that it can be called ideas or demands can be found in and after that i can simply go ahead take it and move it to a certain group that i think 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 describe your workflow simply to make sure you men 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 guys are listening yay yes yes awesome amazing remarkable i’m glad you guys are listening and understand everything terrific um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll discuss them too now i’ll just give like a short introduction this is the person column as you people understand 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 product itself and also as a view we’ll get to that um soon um dale you simply ask presuming 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 produce can be in a type view and individuals can fill it out and it is available in as an item on the board excellent so this is our column center what we utilize here is a concern one we called it concern however it’s basically a score column um we have actually a. Can Monday Com Be Used As A Crm
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Can Monday Com Be Used As A Crm