Monday.Com Vs Salesforce Reddit 2022

This article is focused on answering Monday.Com Vs Salesforce Reddit …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 use cases for banner and landing page demands think about 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 go over marketing campaign tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i want to show you a slip a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll show you guys that also and lastly i’m going to show you control panels um so let’s start in a minute i just want to bring up the um thing that i wished to show you guys so i have it open and after that we’re going to start awesome fine let’s start and landing page request i’m assuming

 

you guys i’m just gon na show um talk about the fundamentals truly quickly however i’m sure you guys know that this is a board every one of these are called a group and each row is called a product 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 between months however you can do this 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 but a cool way to get a brief before 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 submit which they can upload files um a text column of like what they’re looking for the size of uh the banner that they want the designer to develop and i’ll alright let me reveal you how to create a type however essentially this type can be found in here and then the team lead of the innovative style group or any other team can appoint a certain designer to deal with it so let me reveal you guys how to create and include a type if anything is too fast or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i advise you men check the view section since it’s just another method to reveal um all your products simply see things on a calendar or in a chart or you desire a file view another way to see um certain things on your board so close the type view and like i said it takes particular columns not the individual column obviously but other columns that you can conceal or make um viewable for the individual that is going to be offered the type they can publish this file if you wish to require it you can always do a checkbox and then they can’t submit the kind without filling this details in so you can actually just produce any column with anything that you men require when an innovative demand comes in make it a form share the kind sneak peek the show you people how a type looks like um the name of the request you desire you wish to add a certain short with a particular i know each company has a certain structure that

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they utilize um when do you need it by the priority and so on etc um you can take this link after put one 2nd let me click on the form 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 men let’s fill it in and you can see um webinar request test i can include a particular declare example today everything is in the preparation ideas phase and i need the innovative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it remains in highest priority i want to submit it and let me reveal you men how it is available in on the board webinar request test so it’s always going to enter the very first group which is necessary to know and then it can be called demands or ideas can be found in and after that i can simply go on take it and move it to a certain group that i believe 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 upon how you outline your workflow simply to make certain you guys 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 simply write yes so i can get feedback while you men are listening yay yes yes incredible incredible remarkable i’m glad you people are listening and understand whatever terrific um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll go over them too but now i’ll simply provide like a brief introduction 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 soon um dale you just ask presuming one type can populate a number of columns on one board yes dell you are correct every column that you produce can be nearly every column you develop can be in a kind view and individuals can fill it out and it can be found in as an item on the board fantastic so this is our column center what we use here is a priority one we called it concern however it’s essentially a score column um we have a. Monday.Com Vs Salesforce Reddit

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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 right now 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 show you people 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 task i’m working on i can simply connect them with tags and then i can cross board search it to what it’s relevant for so i find that extremely cool and i love i enjoy the tech college let me just get out of here [Music] all right um [Music] and yeah and i’m uncertain if you men know what this is but this is a status column and this is a date column and the way i connected them together and did due date mode is let me undo this so i could show you men eliminate due date mode essentially what i wish to do i want to set as due date i wish to take the status column but i could take any status column i have for example the. Monday.Com Vs Salesforce Reddit