Home Uncategorized Turn Monday.com Into A CRM System

Turn Monday.com Into A CRM System

by admin
Turn Monday.com Into A CRM System

Get Your Free 14 Day Trial Of HighLevel Here!!

Want Monday.com training for you and your team? Check Out –
Monday.com Affiliate Link – w

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.

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