Master Monday CRM: Ultimate Project-Based Guide (2024)
Focused View
5:18:14
1 -Add Monday CRM to your Monday Package.mp4
03:04
2 -Signup for Monday.mp4
05:00
3 -General Navigation.mp4
02:13
4 -Complete your Profile.mp4
02:24
5 -Setup and Theme.mp4
01:03
6 -Administration.mp4
04:05
1 -Workspaces.mp4
05:32
1 -Creating Boards.mp4
06:55
2 -Board Groups.mp4
05:54
3 -Board Items.mp4
08:32
4 -Sub-Items.mp4
02:23
5 -Board PrivacyTypes.mp4
02:45
1 -Navigation and Basic Column Types.mp4
04:49
2 -Label, Text, Phone and Email Columns.mp4
07:45
3 -Address and File Storage Columns.mp4
03:51
4 -Deal Number and Deal Status Columns.mp4
05:12
5 -Linking and Mirroring Board Data.mp4
04:35
6 -The Dropdown Column.mp4
03:49
7 -Dates and Durations.mp4
09:36
8 -The Formula Column.mp4
08:51
9 -The Long Text Column.mp4
02:14
10 -Rich Text Column (Monday Docs).mp4
07:19
11 -Button & Numbers Columns.mp4
04:30
12 -Adding Some Extra Files Columns.mp4
04:37
1 -Develop a CRM Board.mp4
02:47
1 -Customer Surveying with Workforms.mp4
17:53
2 -The Sales Pipeline (Kanban) View.mp4
06:41
3 -The Chart View.mp4
10:13
4 -The Calendar View.mp4
03:53
5 -The File Gallery View.mp4
02:25
6 -The Map View.mp4
03:00
1 -Using the Trash and Archive.mp4
07:55
2 -Using the Activity Log.mp4
03:16
3 -Intro to Excel Imports & Exports in Monday.mp4
01:00
4 -Exporting Data to Excel.mp4
05:19
5 -Importing Items from Excel.mp4
09:20
6 -Creating a Board Using Excel.mp4
07:20
1 -Status based Automations.mp4
10:19
2 -Button Press Automations.mp4
03:30
3 -Notification Automations.mp4
05:21
1 -Automatically Generate A Unique Serial Number for Deals or Documents (Auto ID).mp4
08:10
2 -Integrate an Excel Sheet Directly into your Board View (Smart Spreadsheets).mp4
07:44
3 -Auto Generate and Auto Populate Documents and Contracts (Docugen).mp4
23:38
1 -Documents.mp4
02:52
2 -Dashboards.mp4
04:50
3 -Folders.mp4
01:58
1 -The My Work View.mp4
06:29
2 -Filtering & Sorting.mp4
07:56
3 -Searching & Grouping.mp4
03:37
4 -Hiding & Pinning Columns.mp4
02:26
5 -Conditional Coloring (Conditional Formatting).mp4
02:48
6 -Default Item Values.mp4
01:48
7 -Bulk Editing Data.mp4
01:18
8 -Keyboard Shortcuts.mp4
01:04
1 -Intro to Privacy, Access and Permissions.mp4
00:42
2 -Creating Teams.mp4
03:06
3 -Administration and User Permissions.mp4
01:37
4 -Restricting Column Editing and Viewing.mp4
08:21
5 -Board Access and Permissions.mp4
04:47
6 -A Summary of Privacy and Access.mp4
03:38
1 -Project 2 - Views, Integrations, Automation and more.mp4
01:49
1 -Conclusion.mp4
00:26
More details
Course Overview
This comprehensive masterclass teaches you to harness Monday CRM's full potential through hands-on projects, from basic navigation to advanced automations and integrations.
What You'll Learn
- Master boards, columns and workspaces for effective client data management
- Automate workflows and integrate third-party tools like Excel and Docugen
- Create sales pipelines, generate documents, and analyze data with charts
Who This Is For
- Business owners centralizing client data and tracking sales
- Project managers integrating CRM into workflows
- Sales teams streamlining customer relationship management
Key Benefits
- Transform client communication with workforms and auto-documents
- Boost efficiency with status-based automations and smart integrations
- Gain actionable insights through advanced data visualization
Curriculum Highlights
- CRM Board Development & Column Mastery
- Sales Pipeline Views & Data Visualization
- Advanced Automations & Excel Integration
Focused display
Category
- language english
- Training sessions 62
- duration 5:18:14
- Release Date 2025/05/25
