Monday CRM – The Masterclass

سرفصل های دوره

A Beginners guide to mastering Monday's CRM Platform Using a Project Based Approach

1 - Signup & Setup

1 -Add Monday CRM to your Monday Package

2 -Signup for Monday

3 -General Navigation

4 -Complete your Profile

5 -Setup and Theme

6 -Administration

2 - Workspaces

1 -Workspaces

3 - Boards

1 -Creating Boards

2 -Board Groups

3 -Board Items

4 -Sub-Items

5 -Board PrivacyTypes

4 - Columns

1 -Navigation and Basic Column Types

2 -Label, Text, Phone and Email Columns

3 -Address and File Storage Columns

4 -Deal Number and Deal Status Columns

5 -Linking and Mirroring Board Data

6 -The Dropdown Column

7 -Dates and Durations

8 -The Formula Column

9 -The Long Text Column

10 -Rich Text Column (Monday Docs)

11 -Button & Numbers Columns

12 -Adding Some Extra Files Columns

5 - Project 1 - Develop a CRM Board

1 -Develop a CRM Board

6 - Board Views

1 -Customer Surveying with Workforms

2 -The Sales Pipeline (Kanban) View

3 -The Chart View

4 -The Calendar View

5 -The File Gallery View

6 -The Map View

7 - Data Imports, Exports and Fixing Errors

1 -Using the Trash and Archive

2 -Using the Activity Log

3 -Intro to Excel Imports & Exports in Monday

4 -Exporting Data to Excel

5 -Importing Items from Excel

6 -Creating a Board Using Excel

8 - Automations

1 -Status based Automations

2 -Button Press Automations

3 -Notification Automations

9 - Integrations

1 -Automatically Generate A Unique Serial Number for Deals or Documents (Auto ID)

2 -Integrate an Excel Sheet Directly into your Board View (Smart Spreadsheets)

3 -Auto Generate and Auto Populate Documents and Contracts (Docugen)

10 - Workspace Items

1 -Documents

2 -Dashboards

3 -Folders

11 - Useful Features

1 -The My Work View

2 -Filtering & Sorting

3 -Searching & Grouping

4 -Hiding & Pinning Columns

5 -Conditional Coloring (Conditional Formatting)

6 -Default Item Values

7 -Bulk Editing Data

8 -Keyboard Shortcuts

12 - Privacy, Access and Permissions

1 -Intro to Privacy, Access and Permissions

2 -Creating Teams

3 -Administration and User Permissions

4 -Restricting Column Editing and Viewing

5 -Board Access and Permissions

6 -A Summary of Privacy and Access

13 - Project 2 - Test Your New Skills

1 -Project 2 - Views, Integrations, Automation and more

14 - Conclusion

1 -Conclusion

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تولید کننده: Udemy