A Beginners guide to mastering Monday's CRM Platform Using a Project Based Approach
Sub Category
- Sales
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Objectives
- 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)
Pre Requisites
- Internet Access
- No software needed - We'll use a free trail of Monday CRM
FAQ
- Q. How long do I have access to the course materials?
- A. You can view and review the lecture materials indefinitely, like an on-demand channel.
- Q. Can I take my courses with me wherever I go?
- A. Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don't have an internet connection, some instructors also let their students download course lectures. That's up to the instructor though, so make sure you get on their good side!
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