Monday.Com For Mortgage 2022

This article is focused on answering Monday.Com For Mortgage …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 usage cases for banner and landing page requests think of it more like imaginative requests from designers content so on etc copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to review marketing project tracking and i wish to show you an in e-mail marketing um integrity that we have with mailchimp and after that i wish to reveal 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 show you guys that too and lastly i’m going to reveal you control panels um so let’s begin in a minute i simply want to pull up the um thing that i wanted to show you guys so i have it open and after that we’re going to start remarkable fine let’s start and landing page demand i’m presuming

 

you guys i’m just gon na reveal um discuss the essentials really rapidly but i’m sure you men understand 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 discuss combinations automations views and a lot more fun things so the way i divided my board here is between months but you can do this in between customers or tasks and it really simply 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 short prior to dealing with an imaginative demand is utilizing the kind so a kind generally 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 searching for the size of uh the banner that they desire the designer to produce and i’ll fine let me reveal you how to develop a type however basically this kind can be found in here and then the group lead of the innovative design team or any other group can designate a particular designer to deal with it so let me show you people how to include a type and create 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 include view i advise you people examine the view section because it’s just another way to reveal um all your items just see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the type 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 provided the kind they can upload this file if you wish to need it you can constantly do a checkbox and then they can’t submit the form without filling this details in so you can really just develop any column with anything that you men require when an innovative demand can be found in make it a type share the kind sneak peek the program you people how a kind looks like um the name of the request you want you wish to add a specific quick with a particular i understand each company has a specific structure that

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they use um when do you require 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 just make appearance i’ll simply reveal you guys let’s fill it in and you can see um webinar request test i can add a certain file for example today whatever remains in the preparation ideas stage and i need the innovative department to help me it’s right now where i’m working on it i need it by might 23rd and it remains in greatest top priority i wish to send it and let me show you guys how it comes in on the board webinar request test so it’s always going to enter into the very first group which is essential to know and then it can be called concepts or requests coming in and then 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 requires 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 simply to make certain 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 compose yes so i can get feedback while you guys are listening yay yes yes awesome remarkable incredible i’m glad you guys are listening and understand everything excellent um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll go over them also now i’ll just give like a short summary this is the individual column as you men understand we have our seven 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 product itself and also as a view we’ll get to that um soon um dale you just ask assuming one type can occupy numerous columns on one board yes dell you are proper every column that you produce can be almost every column you create can be in a kind view and individuals can fill it out and it comes in as a product on the board excellent so this is our column center what we use here is a priority one we called it top priority however it’s essentially a ranking column um we have actually a. Monday.Com For Mortgage

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file column and we have a tags column what i enjoy 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 browse facebook it’s going to do a cross board search let me reveal 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 specific project 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 find that incredibly cool and i love i like the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m not sure if you men know what this is but 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 could show you men eliminate deadline mode essentially what i wish to do i want to set as due date i wish to take the status column but i might take any status column i have for example the. Monday.Com For Mortgage