Monday.Com And Salesforce 2022

This article is focused on answering Monday.Com And Salesforce …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 show you three particular on boards which are usage cases for banner and landing page requests consider it more like innovative 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 discuss 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 show you a slip a sneak peek of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll reveal you men that as well and lastly 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 wanted to show you men so i have it open and then we’re going to start amazing fine let’s start and landing page request i’m presuming

 

you guys i’m just gon na reveal um talk about the basics truly quickly however i make sure you guys know 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 stuff so the method i divided my board here is between months however you can do this in between customers or projects and it really simply depends upon your workflow and the method we did it here to you can do it any way you want but a cool way to get a brief prior to working on an innovative request is using the form 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 searching for the size of uh the banner that they want the designer to produce and i’ll alright let me show you how to develop a type however generally this type is available in here and after that the team lead of the innovative style team or any other group can designate a particular designer to deal with it so let me show you men how to create and include a type if anything is too fast or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here include view i suggest you people check the view area due to the fact that it’s simply another method to reveal um all your items just see things on a calendar or in a chart or you want a file view another method to see um specific things on your board so close the kind view and like i stated it takes certain columns not the person column naturally but other columns that you can hide or make um viewable for the person that is going to be offered the type they can submit 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 truly just create any column with anything that you men need when an innovative request can be found in make it a form share the kind sneak peek the show you people how a kind looks like um the name of the demand you desire you want to include a specific brief with a specific i know each company has a specific 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 and so forth um you can take this link after put one second let me click the type 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 men let’s fill it in and you can see um webinar request test i can add a particular apply for example right now whatever is in the planning concepts stage and i need the imaginative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it’s in greatest top priority i wish to submit it and let me show you guys how it can be found in on the board webinar request test so it’s constantly going to come into the first group which is necessary to know and after that it can be called demands or concepts can be found 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 needs 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 on how you describe 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 comprehended the type and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes awesome incredible awesome i’m glad you men are listening and comprehend whatever great 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 simply offer like a brief summary this is the individual column as you men 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 item itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming one type can populate several columns on one board yes dell you are appropriate every column that you develop can be nearly every column you develop can be in a form view and individuals can fill it out and it comes 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 top priority however it’s generally a ranking column um we have a. Monday.Com And Salesforce

monday.com, task management, tool, software, prices, asana, apps, trello, kanban, microsoft, automations, option, crm, user, project management software, gantt charts, basecamp, company, button, api, kanban board, airtable, control panel.

Monday.Com And Salesforce

Monday Com And Salesforce 2022

This article is focused on answering Monday Com And Salesforce …I’m a customer success manager here at monday.com and we’re gon na have an innovative 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 innovative requests from designers material so on and so forth copywriters um a social media preparation and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and then i want to reveal you a slip a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you people that as well and last but not least i’m going to show you control panels um so let’s begin in a minute i just want to bring up the um thing that i wanted to reveal you guys so i have it open and then we’re going to start remarkable alright let’s start and landing page demand i’m presuming

 

you guys i’m just gon na show um speak about the essentials truly quickly however i make sure you people understand 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 integrations automations views and a lot more enjoyable things so the way i divided my board here is between months however you can do this in between customers or projects and it actually simply depends on your workflow and the way we did it here to you can do it any way you want however a cool way to get a brief prior to dealing with a creative request is utilizing the form so a form essentially takes all your columns and makes it a link that other individuals can complete 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 okay let me show you how to produce a type however essentially this kind can be found in here and then the team lead of the imaginative design group or any other team can assign a particular designer to work on it so let me show you men how to add a type and develop if anything is too fast or something is not clear please write it to me in the chat and i’ll try clarify so i can go here add view i advise you guys inspect the view section due to the fact that it’s just another way to show um all your items 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 type view and like i said it takes particular columns not the individual column naturally but other columns that you can hide or make um viewable for the person that is going to be provided the form they can submit this file if you wish to need it you can constantly do a checkbox and then they can’t send the form without filling this info in so you can actually simply produce any column with anything that you men require when a creative request is available in make it a type share the form preview the program you people how a form appears like um the name of the demand you desire you want to add a certain quick with a specific i know each business has a certain structure that

gantt charts project management tool monday.com alternatives

they utilize 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 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 simply show you people let’s fill it in and you can see um webinar request test i can add a certain declare example today whatever remains in the planning ideas stage and i need the creative department to assist me it’s right now where i’m working on it i need it by may 23rd and it’s in greatest concern i want to send it and let me reveal you people how it can be found in on the board webinar request test so it’s constantly going to come into the first group which is important to know and then it can be called ideas or demands being available in and after that i can simply go ahead take it and move it to a specific group that i believe it’s relevant 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 on 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 amazing awesome awesome i’m glad you people are listening and understand whatever terrific um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll discuss them too today i’ll simply offer like a quick overview this is the person column as you guys understand we have our seven core columns here and after that 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 product itself and also as a view we’ll get to that um quickly um dale you simply ask presuming one type can occupy 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 a product on the board excellent so this is our column center what we utilize here is a concern one we called it priority but it’s generally a ranking column um we have a. Monday Com And Salesforce

monday.com, task management, tool, software, prices, asana, apps, trello, kanban, microsoft, automations, solution, crm, user, job management software, gantt charts, basecamp, company, button, api, kanban board, airtable, control panel.

Monday Com And Salesforce

Monday Com And Salesforce 2022

This article is focused on answering Monday Com And Salesforce …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 three specific on boards which are use cases for banner and landing page requests think about it more like innovative requests from designers content so on and so forth copywriters um a social media preparation and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and then i wish to show you a sneak a preview of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll show you people that too and finally i’m going to show you dashboards um so let’s start in a minute i just want to pull up the um thing that i wanted to show you men so i have it open and then we’re going to start incredible okay let’s start and landing page demand i’m assuming

 

you guys i’m just gon na reveal um talk about the essentials truly rapidly but i make certain you men understand that this is a board every one of these are called each row and a group is called a product today we’re going to discuss combinations automations views and a lot more enjoyable things so the way i divided my board here is between months however you can do this in between customers or projects and it really simply depends upon your workflow and the way we did it here to you can do it any way you desire however a cool method to get a quick before working on a creative request is using the type so a kind generally 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 searching for the size of uh the banner that they want the designer to produce and i’ll all right let me reveal you how to create a kind however essentially this type is available in here and then the group lead of the creative style team or any other team can assign a specific designer to deal with it so let me reveal you men how to develop and add a kind if anything is too fast or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you guys check the view area since it’s simply 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 kind view and like i said it takes specific 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 offered the kind they can submit this file if you wish to require it you can constantly do a checkbox and after that they can’t send the type without filling this details in so you can truly just create any column with anything that you people require when a creative demand can be found in make it a kind share the form sneak peek the show you men how a type looks like um the name of the request you want you want to include a certain short with a particular i understand 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 concern and so on and so forth um you can take this link after put one 2nd let me click 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 simply make appearance i’ll just reveal you people let’s fill it in and you can see um webinar demand test i can include a certain file for example right now whatever remains in the planning concepts stage and i need the imaginative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it’s in greatest top priority i wish to send it and let me reveal you guys how it is available in on the board webinar demand test so it’s constantly going to enter into the very first group which is very important to know and then it can be called requests or ideas being available in and after that i can just 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 group or another board depending on how you detail your workflow just to ensure 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 simply write yes so i can get feedback while you guys are listening yay yes yes awesome remarkable awesome i’m glad you guys are listening and understand everything fantastic um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll go over them too and now i’ll simply provide like a quick introduction this is the individual column as you guys know we have our seven core columns here and then 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 product itself and also as a view we’ll get to that um soon um dale you simply ask presuming one kind can populate several columns on one board yes dell you are proper every column that you produce can be nearly every column you produce can be in a kind view and individuals can fill it out and it is available in as an item on the board terrific so this is our column center what we utilize here is a concern one we named it concern but it’s essentially a ranking column um we have actually a. Monday Com And Salesforce

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

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 browse facebook it’s going to do a cross board search let me reveal you men 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 particular job i’m working on i can merely connect them with tags and after that i can cross board search it to what it’s relevant for so i discover that very cool and i love i enjoy the tech college let me just leave here [Music] fine um [Music] and yeah and i’m uncertain if you men understand what this is but this is a status column and this is a date column and the way i connected them together and did deadline mode is let me reverse this so i might show you people remove due date mode basically what i want to do i want to set as due date i want to take the status column however i might take any status column i have for example the. Monday Com And Salesforce