Is Monday.Com Good For Sales 2022

This article is focused on answering Is Monday.Com Good For Sales …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are usage cases for banner and landing page requests think about it more like creative demands from designers material so on and so forth copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i wish to show you an in email marketing um integrity that we have with mailchimp and after that i wish to reveal you a slip a sneak peek of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you people that also and lastly i’m going to reveal you dashboards um so let’s begin in a minute i simply want to bring up the um thing that i wanted to show you men so i have it open and after that we’re going to start awesome alright let’s begin and landing page demand i’m assuming

 

you people i’m just gon na show um talk about the basics really rapidly however i make certain you people know that this is a board each one of these are called each row and a group is called an item today we’re going to go over combinations automations views and a lot more fun stuff so the way i divided my board here is in between months but you can do this in between jobs or clients and it really just 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 imaginative request is utilizing the type so a type basically takes all your columns and makes it a link that other individuals can complete which they can publish files um a text column of like what they’re trying to find the size of uh the banner that they desire the designer to create and i’ll fine let me show you how to develop a kind however essentially this type comes in here and then the team lead of the creative design group or any other team can appoint a specific designer to deal with it so let me reveal you men how to create and include a kind if anything is too fast or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here add view i advise you people check the view area due to the fact that it’s just another way to show um all your products simply see things on a calendar or in a chart or you want a file view another way to see um specific things on your board so close the type view and like i stated it takes particular columns not the individual column of course but other columns that you can conceal or make um viewable for the individual that is going to be provided the form they can upload this file if you want to need it you can constantly do a checkbox and after that they can’t submit the kind without filling this information in so you can actually simply create any column with anything that you guys need when an innovative request can be found in make it a type share the kind sneak peek the show you guys how a form appears like um the name of the demand you desire you wish to add a particular brief with a specific i know each company has a particular structure that

gantt charts project management tool monday.com alternatives

they use um when do you require it by the top priority and so on etc um you can take this link after put one 2nd let me click the kind 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 appearance i’ll just reveal you guys let’s fill it in and you can see um webinar request test i can include a particular apply for example right now whatever is in the planning concepts stage and i require the creative department to help me it’s right now where i’m working on it i require it by may 23rd and it’s in highest priority i wish to submit it and let me show you men how it can be found in on the board webinar demand test so it’s always going to enter the very first group which is important to understand and then it can be called requests or ideas coming in and after that i can simply proceed take it and move it to a specific group that i believe it matters 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 board or another group depending upon how you detail your workflow simply to ensure you men are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you just write yes so i can get feedback while you men are listening yay yes yes remarkable remarkable remarkable i’m glad you people are listening and comprehend everything great um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll discuss them as well today i’ll simply provide like a brief summary 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 quickly um dale you just ask presuming one type can occupy numerous columns on one board yes dell you are appropriate every column that you develop can be practically every column you develop can be in a kind view and people can fill it out and it is available in as a product on the board great so this is our column center what we use here is a top priority one we called it concern but it’s essentially a ranking column um we have actually a. Is Monday.Com Good For Sales

monday.com, project management, tool, software, rates, asana, apps, trello, kanban, microsoft, automations, option, crm, user, project management software, gantt charts, basecamp, business, button, api, kanban board, airtable, dashboard.

Is Monday.Com Good For Sales