Monday CRM - The Masterclass

Focused View

Darius Kruger

5:18:14

0 View

1 - Signup & Setup

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

2 - Workspaces

1 -Workspaces.mp4

05:32

3 - Boards

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

4 - Columns

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

5 - Project 1 - Develop a CRM Board

1 -Develop a CRM Board.mp4

02:47

6 - Board Views

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

7 - Data Imports, Exports and Fixing Errors

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

8 - Automations

1 -Status based Automations.mp4

10:19

2 -Button Press Automations.mp4

03:30

3 -Notification Automations.mp4

05:21

9 - Integrations

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

10 - Workspace Items

1 -Documents.mp4

02:52

2 -Dashboards.mp4

04:50

3 -Folders.mp4

01:58

11 - Useful Features

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

12 - Privacy, Access and Permissions

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

13 - Project 2 - Test Your New Skills

1 -Project 2 - Views, Integrations, Automation and more.mp4

01:49

14 - Conclusion

1 -Conclusion.mp4

00:26

Description

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

What You'll Learn?

Add a free trial of Monday CRM to your Work Management Package.
Master Monday Boards & Columns to Effectively Store Client Data and Communicate with Clients.
Use Automations to Increase Workflow Efficiency.
Use Third-Party Integrations to Customize your Monday System.
Instantly Generate Auto-Populated Documents such as Quotes and Contracts.
Effectively and Proffessionally Communicate with Prospective Clients by Using Workforms to Survey and Interact with Clients.
Visualize and Analyze Important Information using Charts.
Create Intuitive Sales Pipeline/Funnel Views and Workflows.
Manage User Access and Permissions
Perform Simple and Advanced Calculations in Monday CRM (Including Adding Excel Documents to your Boards)

Who is this for?

Anyone New to Monday CRM or looking to optimize their existing setup for better performance and results.

Business Owners wanting to centralize client information, track sales pipelines, and enhance customer communication.

Business Owners or Managers who are considering using Monday CRM in their workplace.

Project Managers aiming to integrate CRM into their overall project and workflow management.

Sales Teams looking to streamline their customer relationship management and improve efficiency.

Customer Service Professionals seeking better ways to manage client inquiries and track customer satisfaction.

Sales Teams looking to streamline their customer relationship management and improve efficiency.

What You Need to Know?

Internet Access

No software needed - We'll use a free trail of Monday CRM

More details

Description
Unlock the Full Potential of Monday CRM for Your Business!
Are you new to Monday CRM, or looking to integrate it seamlessly into your business?
This Masterclass is designed for you!
In this comprehensive Monday CRM Masterclass, youâ€™ll start from the basics and advance to expert-level skills, all through a hands-on, project-based approach. Whether you're a team member, business owner, or administrator, this course will equip you with the knowledge to set up, customize, and fully leverage Monday CRM for managing your sales pipeline, client relationships, and team collaboration.
What Youâ€™ll Gain from This Course:
Confidently navigate Monday CRM and make the most of its features.
Master board creation and customization, tailoring your CRM to your business needs.
Seamlessly integrate third-party tools to enhance CRM functionality.
Automate workflows, reducing manual tasks and increasing efficiency.
Manage user roles, permissions, and access for better security and collaboration.
Effortlessly generate professional documents and client communications with automation.
Survey clients and track feedback with Monday CRM's intuitive tools.
By the end of this course, youâ€™ll be fully prepared to streamline your CRM processes, improve team productivity, and deliver a better client experienceâ€”all within Monday CRM.

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 or looking to optimize their existing setup for better performance and results.
Business Owners wanting to centralize client information, track sales pipelines, and enhance customer communication.
Business Owners or Managers who are considering using Monday CRM in their workplace.
Project Managers aiming to integrate CRM into their overall project and workflow management.
Sales Teams looking to streamline their customer relationship management and improve efficiency.
Customer Service Professionals seeking better ways to manage client inquiries and track customer satisfaction.
Sales Teams looking to streamline their customer relationship management and improve efficiency.

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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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