Monday.Com For Sales Teams 2022

This article is focused on answering Monday.Com For Sales Teams …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 reveal you 3 specific on boards which are use cases for banner and landing page requests consider it more like imaginative requests from designers material so on and so forth copywriters um a social networks preparation and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i want to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i wish to show you a slip a preview 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 too and finally i’m going to reveal you control panels um so let’s start in a minute i just want to bring up the um thing that i wanted to show you people so i have it open and then we’re going to start incredible all right let’s begin and landing page request i’m assuming

 

you guys i’m simply gon na show um speak about the fundamentals really rapidly however i’m sure you men 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 discuss combinations automations views and a lot more fun things so the method i divided my board here is in between months however you can do this between clients or jobs and it truly just depends upon your workflow and the method we did it here to you can do it any way you want however a cool method to get a short prior to dealing with an imaginative request is using the form so a kind basically 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 want the designer to produce and i’ll alright let me reveal you how to develop a form however basically this type can be found in here and then the team lead of the creative design team or any other group can designate a certain designer to deal with it so let me reveal you people how to create and include a type if anything is too quick 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 people inspect the view section due to the fact that it’s just another method to reveal um all your products just 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 certain columns not the person column obviously however other columns that you can conceal or make um viewable for the individual that is going to be provided the kind they can publish this file if you wish to require it you can always do a checkbox and then they can’t submit the type without filling this details in so you can truly simply develop any column with anything that you people need when a creative request is available in make it a form share the form sneak peek the show you people how a kind appears like um the name of the demand you desire you wish to include a particular brief with a particular i understand each business has a specific structure that

gantt charts project management tool monday.com alternatives

they use um when do you need it by the concern 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 just show you people let’s fill it in and you can see um webinar demand test i can add a particular file for example today everything remains in the planning ideas stage and i require the innovative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it remains in highest priority i want to send it and let me show you people how it can be found in on the board webinar request test so it’s constantly going to enter into the very first group which is important to know and after that it can be called ideas or demands can be found in and after that i can just proceed take it and move it to a particular group that i believe it matters 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 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 comprehended the kind and it’s interesting to you just compose yes so i can get feedback while you men are listening yay yes yes amazing incredible incredible i’m glad you guys are listening and comprehend whatever great 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 today i’ll just offer like a short overview this is the individual column as you men understand we have our 7 core columns here and then we have more interesting 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 assuming one type can occupy several columns on one board yes dell you are right every column that you develop can be nearly every column you develop can be in a kind view and people can fill it out and it comes in as an item on the board excellent so this is our column center what we utilize here is a top priority one we named it concern however it’s basically a ranking column um we have a. Monday.Com For Sales Teams

monday.com, job management, tool, software application, rates, asana, apps, trello, kanban, microsoft, automations, solution, crm, user, project management software, gantt charts, basecamp, business, button, api, kanban board, airtable, control panel.

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 search 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 particularly i can see that it’s another board and after that if i have a certain job i’m dealing with i can simply link them with tags and after that i can cross board search it to what it’s relevant for so i find that super cool and i love i like the tech college let me just leave here [Music] fine um [Music] and yeah and i’m unsure if you guys understand what this is however this is a status column and this is a date column and the method i connected them together and did deadline mode is let me undo this so i could show you men get rid of deadline mode essentially what i want 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 Sales Teams