Monday.Com Vs Zoho Crm 2022

This article is focused on answering Monday.Com Vs Zoho Crm …I’m a customer success supervisor 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 consider it more like innovative requests from designers material so on etc 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 show you a slip a preview of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you people that also and last but not least i’m going to reveal you dashboards um so let’s start in a minute i simply wish to bring up the um thing that i wished to show you people so i have it open and then we’re going to begin awesome fine let’s begin and landing page demand i’m assuming

 

you guys i’m just gon na show um speak about the basics truly rapidly however i’m sure you guys understand that this is a board every one of these are called each row and a group is called an item today we’re going to review integrations automations views and a lot more fun stuff so the method i divided my board here is in between months but you can do this between tasks or customers 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 quick prior to dealing with an innovative demand is using the type so a kind generally takes all your columns and makes it a link that other people can complete 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 create and i’ll fine let me show you how to develop a form but basically this form is available in here and then the group lead of the innovative design team or any other group can assign a specific designer to work on it so let me reveal you people how to produce and add a type 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 recommend you guys examine the view section since it’s simply another method to show um all your items just see things on a calendar or in a chart or you desire a file view another method 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 naturally however other columns that you can hide or make um viewable for the person that is going to be given the kind they can upload this file if you want to require it you can always do a checkbox and after that they can’t send the form without filling this info in so you can really simply produce any column with anything that you men require when an imaginative demand is available in make it a kind share the form preview the show you people how a type looks like um the name of the demand you desire you want to include a particular quick with a certain i understand each business has a specific structure that

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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 2nd let me click on the form i can share it i can get this link or embed it in a website 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 include a particular apply for example today everything is in the preparation concepts stage and i require the innovative department to assist me it’s right now where i’m working on it i need it by may 23rd and it’s in highest concern i wish to send it and let me show you guys how it comes in on the board webinar demand test so it’s constantly going to enter into the very first group which is important to understand and after that it can be called concepts or requests can be found in and then i can just go ahead take it and move it to a particular group that i think it matters 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 outline 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 understood the kind and it’s interesting to you simply write yes so i can get feedback while you guys are listening yay yes yes remarkable amazing incredible i’m glad you guys are listening and understand whatever excellent um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll review them too today i’ll simply provide like a short introduction this is the person column as you people understand we have our seven 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 product itself and also as a view we’ll get to that um quickly um dale you simply ask assuming one form can populate numerous columns on one board yes dell you are proper every column that you produce can be practically every column you develop can be in a type view and individuals can fill it out and it comes in as an item on the board fantastic so this is our column center what we utilize here is a top priority one we called it concern but it’s generally a rating column um we have a. Monday.Com Vs Zoho Crm

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file column and we have a tags column what i love 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 search facebook it’s going to do a cross board search let me show you guys how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a certain job i’m dealing with i can merely 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 enjoy the tech college let me simply get out of here [Music] fine um [Music] and yeah and i’m not sure if you people 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 might reveal you guys eliminate due date mode basically what i wish to do i wish to set as due date i want to take the status column but i might take any status column i have for example the. Monday.Com Vs Zoho Crm