I'm happy to invite you to my monday.com Club, an exclusive community for anyone who is looking for monday.com support and learning opportunities. 🔹 What’s Inside? Expert-led workshops and group coaching calls Exclusive resources and access to my team A collaborative community and networking opportunities 🔹 Why Join? Improve your monday.com skills, stay updated with industry trends, and connect with like-minded individuals. 🔹 How to Join? Click the link learn more and sign up! simpledaysolution.com/monday-club I can't wait to see you in the monday.com Club and connect with you! #Productivity #ProjectManagement #Community #club
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.
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.
@@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
@@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!!
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I'm happy to invite you to my monday.com Club, an exclusive community for anyone who is looking for monday.com support and learning opportunities.
🔹 What’s Inside?
Expert-led workshops and group coaching calls
Exclusive resources and access to my team
A collaborative community and networking opportunities
🔹 Why Join?
Improve your monday.com skills, stay updated with industry trends, and connect with like-minded individuals.
🔹 How to Join?
Click the link learn more and sign up! simpledaysolution.com/monday-club
I can't wait to see you in the monday.com Club and connect with you!
#Productivity #ProjectManagement #Community #club
perfecr thx
So glad that this was helpful for you.
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
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.
Tara, this is super cool!
Thanks!!
Hi Tara - For the total leads dashboard; how would you show leads created per week? Is this something you can show?
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.
Could I pay for a copy of this?
Sure, please contact me at tara@simpledaysolutions.com and I can help you
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
Hi Rich, do you have an automation with that status? Could that be what is allowing it to move?
@@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
@@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!!
@@KelseyRedmond-b9e The automation should be "When button is clicked, create item in board and connect boards". Let me know if that helps.
@@mastering-monday Yes, that did the trick, thank you!!!
How do you Ed the pdf
I am not clear on what you are asked, could you please explain it a bit more?