A Crashcourse in Monday CRM

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Darius Kruger

3:40:37

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1 - Getting Started

1 -Adding Monday CRM to your Existing Monday Work Management Platform.mp4

03:04

2 -Signing Up.mp4

05:00

3 -Navigating Monday.mp4

02:13

4 -Completing your Profile.mp4

02:24

5 -Basic Setup and Aesthetics.mp4

01:03

6 -Administration.mp4

04:05

2 - Workspaces

1 -An Intro to Workspaces.mp4

05:32

3 - Organizing your Workspace

1 -Create your First Board.mp4

06:55

2 -Create Logical Groups Within Your Board.mp4

05:54

3 -Lets Create Some Deals.mp4

08:32

4 -Adding Sub-Items to your Deals.mp4

02:23

5 -Who Gets to Access my Boards.mp4

02:45

4 - Display & Customize Workflow Data

1 -The Basics of Columns.mp4

04:49

2 -Some Simple Columns (Label, Short Text, Phone Number, Email).mp4

07:45

3 -Storing Locations and Files in Columns.mp4

03:51

4 -Adding a DealJob Number and Status Column.mp4

05:12

5 -Pulling Data from Other Boards (Connect Boards and Mirror Column).mp4

04:35

6 -Creating a Deal Type Dropdown Column.mp4

03:49

7 -Dates and Durations.mp4

09:36

8 -Perform Calculations with the Formula Column.mp4

08:51

9 -Adding a Deal Scope Column.mp4

02:14

10 -Adding a Rich Text (Monday Doc) Column.mp4

07:19

11 -Adding Button and Quote Price Columns.mp4

04:30

12 -Adding a Deal Contract (File) Column.mp4

04:37

5 - Project - Lets Create Our First CRM Board

1 -Your First CRM Board.mp4

02:47

6 - Commmunicate with Clients and Visualize your Data

1 -Professional Client Surveying using Workforms.mp4

17:53

2 -Visualizing your Sales Pipeline with the Kanban View.mp4

06:41

7 - Fixing Your Mistakes and Monitoring Activity

1 -Using the Trash Feature.mp4

07:55

2 -Monitor Activity & Changes with the Activity Log.mp4

03:16

8 - Automations in Monday

1 -A Basic Automation Example.mp4

10:19

9 - Integrate and Automate with Third Party Tools

1 -A Basic Integration Example.mp4

08:10

10 - Level Up Your Workspace

1 -Adding a Workspace Dashboard.mp4

04:50

11 - Tools, Tips and Tricks

1 -A Personalized View (My Work).mp4

06:29

2 -Filtering and Sorting.mp4

07:56

3 -Searching and Grouping.mp4

03:37

4 -Hiding and Pinning Columns.mp4

02:26

12 - Control User Access and Permissions

1 -An Intro to User Access and Permissions.mp4

00:42

2 -User Roles and Permissions.mp4

01:37

3 -Control who can see and Edit Columns.mp4

08:21

4 -Control who can Access and Edit your Boards.mp4

04:47

5 -A Summary of User Access and Permissions.mp4

03:38

13 - Project - Test out your new Skills

1 -Testing our your new Skills.mp4

01:49

14 - Conclusion

1 -Conclusion.mp4

00:26

Description

Get up and running quickly with Monday CRM

What You'll Learn?

Sign up for Monday CRM & get your Free Pro Trial
Navigate the System Efficiently and Effectively
Create and Use Boards & Columns to Store Client Data
Survey your Clients with Proffessional Workforms
Visualize your Sales Pipeline with the Kanban View
Basic Automations to Increase Efficiency
The Basics of Third-Party Integrations and Automation
Manage User Permissions and Access

Who is this for?

Anyone new to Monday CRM

Employees & Team Members

Business Owners considering using Monday CRM

Sales People

Anyone Considering using Monday in their Business or Workplace

What You Need to Know?

All you need is internet access and a willingness to learn, we'll use a free Trial of Monday to get you going.

More details

Description
Hereâ€™s a course description for your Monday CRM Crash Course:
Jumpstart Your Monday CRM Journey in No Time!
Are you new to Monday CRM and eager to learn how to manage your client relationships effectively? This Monday CRM Crash Course will equip you with the foundational knowledge and skills to start using Monday CRM quickly and efficiently.
In this course, youâ€™ll follow a project-based approach, covering the essential tools and features that will help you manage your sales pipeline, client relationships, and communication. Whether you're a team member or a manager, this course ensures youâ€™re ready to take full advantage of Monday CRM for your business or workplace.
What Youâ€™ll Learn:
How to sign up and set up your Monday CRM account.
Navigating and managing boards specifically designed for CRM workflows.
Setting up and customizing columns to track sales leads, clients, and deals.
Creating basic CRM automations to streamline follow-ups and communications.
Integrating key third-party tools to enhance CRM functionality.
Using Gantt charts to manage timelines and track client projects.
Exporting and importing data to and from Monday.
This crash course covers all the core features you need to get started, making it perfect for beginners or anyone looking for a straightforward, easy-to-follow introduction to Monday CRM. If you're looking for a quick overview to kick off your CRM system, this course is the ideal choice!

MasterClass vs. Crash-Course: Which One Fits Your Needs?
Both my MasterClass and Crash-Course provide a solid foundation in Monday CRM, but if youâ€™re looking for a more in-depth understanding, the MasterClass offers additional insights and advanced techniques to help you fully master the system.
Hereâ€™s how the two courses differ:
Comprehensive Column and View Types: In the MasterClass, you'll explore a broader range of column types and view configurations, giving you deeper control over your CRM customization.
Excel Import/Export: If you plan to work with data beyond Monday CRM, the MasterClass walks you through detailed steps for importing and exporting boards and items using Excelâ€”ideal for those handling large datasets.
Advanced Automation: The MasterClass includes extended examples in automations, providing more complex, real-world scenarios to streamline your workflow.
Deeper Integrations: You'll learn to integrate third-party tools on a deeper level, with exclusive content on automatic document generation and population, reserved solely for the MasterClass.
Which Course is Right for You?
If you're looking for a quick, practical overview of Monday CRM, the Crash-Course is perfect to get you up and running.
But if you're ready to take a deep dive into more advanced features, need more comprehensive automation and integration examples, or plan to manage more complex projects, the MasterClass is the right choice.
Whether you choose the MasterClass or the Crash-Course, you'll gain the tools and skills to master Monday CRM. The choice depends on how deep you want to go!
Who this course is for:
Anyone new to Monday CRM
Employees & Team Members
Business Owners considering using Monday CRM
Sales People
Anyone Considering using Monday in their Business or Workplace

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CRM Customer Relationship Management

Darius Kruger

Instructor's Courses

An electrical engineer and entrepreneur who has worked in various fields of industry including metering, renewable energy, manufacturing and electrical design. Electronics have always been a passion of mine. I have spent many hours working on microcontroller projects and honing my hardware and software development skills in the field of embedded development. I love teaching and cant wait to share my knowledge with you.

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