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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:
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.