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
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
Показать
Комментарии отсутствуют
Информация о видео
Другие видео канала
![Advanced demo | monday.com for Project Management](https://i.ytimg.com/vi/9O3ObibmXLQ/default.jpg)
![Zoho CRM How-To: Manage your sales pipeline with Leads, Deals and Quotes.](https://i.ytimg.com/vi/B6ujo7zJTOw/default.jpg)
![Monday.com Review & Tutorial (Best for New Users 👍)](https://i.ytimg.com/vi/GKAVqB5n4ko/default.jpg)
![TOP 5 FREE CRM Software for Small Business | BEST CRM software [2021]](https://i.ytimg.com/vi/PBV5yoyi2ro/default.jpg)
![Zoho CRM Demo | All Editions | 2022](https://i.ytimg.com/vi/xMRwtLgkhns/default.jpg)
![Monday.com vs Trello Review (in 2022)](https://i.ytimg.com/vi/UHGuveonoug/default.jpg)
![3 Ways To Improve The Data Inside Your CRM System](https://i.ytimg.com/vi/VCGGCNccGi8/default.jpg)
![How I Manage A Sales Pipeline In Notion](https://i.ytimg.com/vi/IiZ59n43O4k/default.jpg)
![Build with us – Build a CRM in monday.com](https://i.ytimg.com/vi/EKDTQYQFWX4/default.jpg)
![WhatsApp Business Extension for Zoho CRM - Send WhatsApp Notifications from Zoho using WATI's Plugin](https://i.ytimg.com/vi/tS-4tegsDgE/default.jpg)
![How to Send Automated Emails in Monday.com](https://i.ytimg.com/vi/ZtV1Fv7Suoc/default.jpg)
![Monday.com Full Training Tutorial For Beginners | Free Monday.com CRM Software | 2022](https://i.ytimg.com/vi/qlfb1IzHjoE/default.jpg)
![Integrate your emails | monday.com tutorials](https://i.ytimg.com/vi/sFO0dveug2s/default.jpg)
![Monday.com Tutorial for Beginners | Free All-In-One Project Management & CRM Software](https://i.ytimg.com/vi/a3PMLonhYCc/default.jpg)
![Pipedrive vs Monday CRM - Which One Is Better?](https://i.ytimg.com/vi/96DxDWpe2rg/default.jpg)
![Send Quotes & Invoices From Monday.com | How To Send Quotes & Invoices | 2022](https://i.ytimg.com/vi/PNzoIQ65XPE/default.jpg)
![What is Zoho Marketing Automation?](https://i.ytimg.com/vi/anrMpPLgTn0/default.jpg)
![How to build a CRM in monday.com](https://i.ytimg.com/vi/DNdRshZvme8/default.jpg)
![Trello VS Monday.com | Which suits your style?](https://i.ytimg.com/vi/wsbVibkhc1A/default.jpg)
![Monday.com vs Clickup vs Asana Free Plans | Best Project Management Software Comparison!](https://i.ytimg.com/vi/Ql-dijPmFrY/default.jpg)