Get most out of monday.com CRM - Full Webinar

enable's Alex breaks down in this webinar workshop the best ways to utilise monday.com's CRM solution. Original Broadcast Date: 28th November 2023 00:00:00 Intro 00:00:31 Webinar Start 00:03:53 mondayCRM’s boards and what it looks like 00:04:30 Leads and Deals 00:11:29 Contacts and Activities 00:14:29 How the Workflow fit in with mondayCRM 00:19:58 mondayCRM Dashboards and Reporting (using Leads) 00:28:21 Setting up Automations (using Deals) 00:31:58 Advanced Automations (Match) 00:42:02 Why connections are vital 00:43:00 Q- Connecting mondayCRM to NetSuite ERP 00:45:50 The Item View - Sending Emails 00:56:19 Scheduling Meetings 00:59:44 Centralising Data ________________________ Book a FREE professional services consultation now: https://bit.ly/enablediscovermonday05 Follow us on LinkedIn: https://bit.ly/es_LinkedIn