Automation Setup In monday.com Sales CRM

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  • เผยแพร่เมื่อ 16 ม.ค. 2025
  • Need Help With monday.com? Go here: www.crmcrew.com/
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    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.
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    My LinkedIn: / nick-boardman
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ความคิดเห็น • 1

  • @StockholmSyndrome180
    @StockholmSyndrome180 28 วันที่ผ่านมา +1

    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~