Hi on the last video ( All in One Project Management & CRM Software) I watched you create CRM under the Main Workspace (work management) so I started there and I created my CRM. In this video, you creating a CRM in a different way and now i have 2 different CRM's not matching. My questions? What's the best way to have my CRM under the Work Management or Monday Sales CRM
Hey mate, Good question. That past tutorial was when they didn't offer extensive CRM capabilities. Since then they have invested heavily into their CRM. However, both ways work. What do you mean by 'under'?
Hi Stewart, My team used Monday for a while. We really liked the software, but we eventually switched to another one. I really think it is a great tool and it will be a great option for many people. I really enjoyed this video and I will be sharing it with people in my network as well. I really love watching your videos and I hope to watch more in the future. Thanks a lot for sharing this amazing video.
I am new to using Monday with our small company. I noticed when adding a heading in a column it duplicates that heading in other groups. Is there a way to preclude this from happening? Thank you! GW
Hi Stewart, can I preschedule sms to all contacts like promos and holiday messages? if I integrate Twilio? (i don't know how to use twilio, but I heard that what Monday offers for sms)
@@StewartGauld thanks Stewart. The CSV / excel method lets us get the basic data. I wanted to check if there is a way to get the tagged emails migrated as well.
Great and awesome video. I need to do a workaround setting up seperate private dashboards for 13 salepeople, in which each rep can only access their leads and manage these activities; Phone appointment setting Email campaigns Face to face meetings Invite to webinar or physical tour of corporate campus Validate with current affiliates Complete application Sign contracts Please how can I go about this
Hey mate! Yes all this can be done. I suggest creating one workspace for leads rather than seperate boards. And assign your team to the associated client etc.
I know that you know plenty of details on this sysytem.. all i got from you was contacts , boards , actions, folders, back to boards - sales items, deals agins and again, dont forget contacts, .... there is no definitive explaining of what to do with each section.. heres a tip.. why not try to walk us through setting up a new business from starting at the beginning. Maybe pretend to be a pest control company and entering in your current contact list. "precisley" step by step... maybe 20 minutes.... then the next video on imputing a job that has come through from your client and so on and so on... Videos these days are all too short and punched out for what i assume is click traffic.. ... i have to cut this short because my brain has no idea of what to do to get started with Monday and how to implement my business into it...... still after 13minutes of watching... sorry just tryiong to help.
I respect your opinion but I think his style was perfect. He gave an overview of everything then went into more detail later. Plus the timeline is broken down on the bottom
@@StewartGauldI also agree with you.I'm also struggling with setting the Monday already paid account and unfortunately, there are no tutorials, or I haven't found ones about starting the real business, projects (I mean how to set, customize). When found your video was happy at the beginning,that it might contain some more deep info than simply clicking on the menu that is quite clear in Monday. Of course fully appreciate your work. There are definitely people who will start from the basic things, but would be great to meet some non classical approach to explanations
Super helpful, many thanks!
Welcome!
Thank you Stewart!
You are very welcome
Thanks for the value dished out, love you❤
You are so welcome!
Another super useful video, thanks Stewart!
Glad you enjoyed it! Thanks Corey.
Stewart, thanks for the video. How can I schedule time with you? I’d like to walk thru my use case.
Welcome! Get in touch with me via email and we can go from there. Thanks!
Hi on the last video ( All in One Project Management & CRM Software) I watched you create CRM under the Main Workspace (work management) so I started there and I created my CRM. In this video, you creating a CRM in a different way and now i have 2 different CRM's not matching. My questions? What's the best way to have my CRM under the Work Management or Monday Sales CRM
Hey mate,
Good question. That past tutorial was when they didn't offer extensive CRM capabilities. Since then they have invested heavily into their CRM. However, both ways work. What do you mean by 'under'?
Thank you for great video!
Glad you liked it!
Hi Steward,
Is there a separate budget profit file for each deal that I can create to monitor the actual profit per case?
Thanks!
You mean a widget? You can add another value column to your rows.
Hi Stewart,
My team used Monday for a while. We really liked the software, but we eventually switched to another one. I really think it is a great tool and it will be a great option for many people. I really enjoyed this video and I will be sharing it with people in my network as well. I really love watching your videos and I hope to watch more in the future. Thanks a lot for sharing this amazing video.
Hey mate!
Thanks for your feedback.
Which one did you migrate too
I am new to using Monday with our small company. I noticed when adding a heading in a column it duplicates that heading in other groups. Is there a way to preclude this from happening? Thank you! GW
Yes correct. The best way is to split your data into boards.
Good video, cheers
Welcome 🤗
Is the Pro version adequate for about 5 team members or do I need to go to Enterprise level?
Hey,
All you would need is the Standard or Pro for each user. You definitely do not need to consider the Enterprise plan.
Hi, I want to capture the leads generated through various marketing activities without manually entering it. How do I go about it?
Hey Reema,
You can create a form to use to capture contacts you can also embed this form on your website.
hey awesome vid! is there a way to connect Google Click ID's with clients in the CRM in monday?
Hey,
If you cannot find a direct integration with your other apps and tools. You can always use Zapier for more custom integrations.
Hi Stewart, can I preschedule sms to all contacts like promos and holiday messages? if I integrate Twilio? (i don't know how to use twilio, but I heard that what Monday offers for sms)
Hey mate,
Yes you can set this up.
Hello - we have completed a trial with the team. How do we migrate all existing data from our existing CRM to Monday ?
Hey mate,
There are a few ways you can do this. I suggest upload a CSV file of all your contacts information..
@@StewartGauld thanks Stewart. The CSV / excel method lets us get the basic data. I wanted to check if there is a way to get the tagged emails migrated as well.
@@adityaasthana4549 I would get in touch with Monday for migration support
Is it able to mass email all my contacts at one time? I want to send out a monthly newsletter. TIA!
Hey,
You can't engage in email marketing with Monday, however, you can simply integrate other tools for this like MailChimp.
whats the version you are showing please, is it standard?
Hey mate!
Correct! The standard plan gives you the most bang for your buck.
Great and awesome video. I need to do a workaround setting up seperate private dashboards for 13 salepeople, in which each rep can only access their leads and manage these activities;
Phone appointment setting
Email campaigns
Face to face meetings
Invite to webinar or physical tour of corporate campus
Validate with current affiliates
Complete application
Sign contracts
Please how can I go about this
Hey mate!
Yes all this can be done. I suggest creating one workspace for leads rather than seperate boards. And assign your team to the associated client etc.
Detailed video of the CRM.
Thanks!
What if you have 3 deals per contact?
That is fine you can create individual deals for multiple accounts.
11 minutes until you explain what a CRM is? Hmmm...
Oh thanks for the feedback! I’ll have to make sure I’m more clear at the beginning
I know that you know plenty of details on this sysytem.. all i got from you was contacts , boards , actions, folders, back to boards - sales items, deals agins and again, dont forget contacts, .... there is no definitive explaining of what to do with each section.. heres a tip.. why not try to walk us through setting up a new business from starting at the beginning. Maybe pretend to be a pest control company and entering in your current contact list. "precisley" step by step... maybe 20 minutes.... then the next video on imputing a job that has come through from your client and so on and so on... Videos these days are all too short and punched out for what i assume is click traffic.. ... i have to cut this short because my brain has no idea of what to do to get started with Monday and how to implement my business into it...... still after 13minutes of watching... sorry just tryiong to help.
Hey mate,
I appreciate your feedback. I will take that onboard for the next video one this. Thanks!
I respect your opinion but I think his style was perfect. He gave an overview of everything then went into more detail later. Plus the timeline is broken down on the bottom
@@StewartGauldI also agree with you.I'm also struggling with setting the Monday already paid account and unfortunately, there are no tutorials, or I haven't found ones about starting the real business, projects (I mean how to set, customize). When found your video was happy at the beginning,that it might contain some more deep info than simply clicking on the menu that is quite clear in Monday. Of course fully appreciate your work. There are definitely people who will start from the basic things, but would be great to meet some non classical approach to explanations