Leads Management In Minutes with monday.com In 2023 | A Streamlined CRM Tutorial

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  • เผยแพร่เมื่อ 4 พ.ย. 2024

ความคิดเห็น • 21

  • @mastering-monday
    @mastering-monday  3 หลายเดือนก่อน +2

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  • @gamercryptoclub
    @gamercryptoclub 7 หลายเดือนก่อน

    Super Good How could we use this for Home Improvement Leads can you do a video for us Handy Men on how to set that up? Thank You

    • @mastering-monday
      @mastering-monday  7 หลายเดือนก่อน

      Hi, you can basically build the same thing just customize it a bit. If you need some help, you can check out our templates here simpledaysolutions.com/monday-com-organizerpro/. Feel free to reach out with any further questions.

  • @SolidGroundSounds
    @SolidGroundSounds ปีที่แล้ว

    Hi Tara - For the total leads dashboard; how would you show leads created per week? Is this something you can show?

    • @mastering-monday
      @mastering-monday  ปีที่แล้ว

      Hi, yes you can see leads per week. If you go into the settings of the chart widget, then click on the X axis option. Then there is a field that says "group by", using that dropdown, you can decide to view the information by day, week, month, quarter or year.

  • @builtbybrazil
    @builtbybrazil 10 หลายเดือนก่อน +1

    perfecr thx

    • @mastering-monday
      @mastering-monday  9 หลายเดือนก่อน

      So glad that this was helpful for you.

  • @Elliotmb
    @Elliotmb ปีที่แล้ว

    Tara, this is super cool!

  • @MotocrossHelmetCams
    @MotocrossHelmetCams ปีที่แล้ว

    Could I pay for a copy of this?

    • @mastering-monday
      @mastering-monday  ปีที่แล้ว

      Sure, please contact me at tara@simpledaysolutions.com and I can help you

  • @richmayso5014
    @richmayso5014 6 หลายเดือนก่อน

    How do you get item to stay in database, so it can keep that status updated, every time I click new lead, it disappears from database

    • @mastering-monday
      @mastering-monday  6 หลายเดือนก่อน

      Hi Rich, do you have an automation with that status? Could that be what is allowing it to move?

    • @richmayso5014
      @richmayso5014 6 หลายเดือนก่อน

      @@mastering-monday Go it to work with When Button clicked, create an item in Leads and connect Database with Leads and Clients. But now I am having trouble having With Deals, Status on deals if clicked one won't update in Database. need help

    • @KelseyRedmond-b9e
      @KelseyRedmond-b9e หลายเดือนก่อน

      @@mastering-monday Can you provide the automation you used to click the button while keeping it on the database? I am having the same issue as Rich. The only automation options look to be move or duplicate, which changes the name of the Item to add (copy) at the end. Thanks!!

    • @mastering-monday
      @mastering-monday  หลายเดือนก่อน +1

      @@KelseyRedmond-b9e The automation should be "When button is clicked, create item in board and connect boards". Let me know if that helps.

    • @KelseyRedmond-b9e
      @KelseyRedmond-b9e หลายเดือนก่อน

      @@mastering-monday Yes, that did the trick, thank you!!!

  • @Care4aging
    @Care4aging หลายเดือนก่อน

    How do you Ed the pdf

    • @mastering-monday
      @mastering-monday  หลายเดือนก่อน

      I am not clear on what you are asked, could you please explain it a bit more?