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Turn Monday.com Into A CRM System

Want Monday.com training for you and your team? Check Out – https://www.crmcrew.co.uk
Monday.com Affiliate Link - https://mondaycom.grsm.io/CRMCrew

In this video I explain how to turn monday.com into a complete CRM system.

00:00 - Intro
00:58 - New CRM Workspace
01:40 - Adding CRM Template
02:23 - Deals (Sales)
05:00 - Contacts
06:12 - Accounts
07:02 - Leads
08:28 - Activities
09:06 - Sales Dashboard
09:49 - Add Email Marketing Template
10:29 - Campaign Ideas & Requests
11:29 - Campaign Status
12:00 - Outro

Email: info@crmcrew.co.uk
Telephone: 01494 256996
Personal LinkedIn: www.linkedin.com/in/nick-boardman
CRMCrew LinkedIn: https://www.linkedin.com/company/crmcrew

CRMCrew provides CRM training solutions for businesses around the world. We offer bespoke online video training courses based on your CRM system & business processes, as well as 1-1 and group training. We also provide valuable free training content on our YouTube channel.

Видео Turn Monday.com Into A CRM System канала CRMCrew
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Информация о видео
9 декабря 2021 г. 17:00:28
00:12:43
Яндекс.Метрика