Home Uncategorized monday sales CRM overview (enterprise) | monday.com tutorials

monday sales CRM overview (enterprise) | monday.com tutorials

by admin
monday sales CRM overview (enterprise) | monday.com tutorials

Get Your Free 14 Day Trial Of HighLevel Here!!

From gathering leads, to closing deals, to managing post sales processes, monday CRM for enterprise gives you complete control over your sales organization!

Dan shows you how to manage each aspect of monday CRM for enterprise so you can hit the ground running and start closing deals!

00:00 – Introduction
00:15 – Overview
00:33 – Lead management
01:10 – Time saving automations
01:37 – Contacts and accounts
02:00 – Opportunities
02:19 – Post sales tools
02:40 – Item card
02:53 – Emails and activities
03:39 – Quotes and invoices
03:48 – Track KPIs with dashboards
04:11 – Endless possibilities

Curious about our live webinars?
Join us here: /

Haven’t checked out our free trial?
Sign up here: S

This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Accept Read More

Privacy & Cookies Policy