Automation Setup In monday.com Sales CRM
ฝัง
- เผยแพร่เมื่อ 16 ม.ค. 2025
- Need Help With monday.com? Go here: www.crmcrew.com/
Want To Try monday.com? Go here: try.monday.com...
In this video I show you how to setup the basic automations within monday.com Sales CRM. This is something that will save your team loads of time within the system as it is not a default feature within the system.
The Boardroom: www.skool.com/...
My LinkedIn: / nick-boardman
My Instagram: / nicholaswboardman
CRMCrew LinkedIn: / crmcrew
Great video Nick! I'd recommend the fear that comes with account record duplication: have a match at the lead stage to try and match with an existing record and use fact of that connect-board column being empty or not to then either create (and connect) an account or simply skip the account creation as one already exists~