A Crashcourse In Monday Crm

Get up and running quickly with Monday CRM

What you'll learn

Sign up for Monday CRM & get your Free Pro Trial

Navigate the System Efficiently and Effectively

Create and Use Boards & Columns to Store Client Data

Survey your Clients with Proffessional Workforms

Visualize your Sales Pipeline with the Kanban View

Basic Automations to Increase Efficiency

The Basics of Third-Party Integrations and Automation

Manage User Permissions and Access

Requirements

All you need is internet access and a willingness to learn, we'll use a free Trial of Monday to get you going.

Description

Here’s a course description for your Monday CRM Crash Course:Jumpstart Your Monday CRM Journey in No Time!Are you new to Monday CRM and eager to learn how to manage your client relationships effectively? This Monday CRM Crash Course will equip you with the foundational knowledge and skills to start using Monday CRM quickly and efficiently.In this course, you’ll follow a project-based approach, covering the essential tools and features that will help you manage your sales pipeline, client relationships, and communication. Whether you're a team member or a manager, this course ensures you’re ready to take full advantage of Monday CRM for your business or workplace.What You’ll Learn:How to sign up and set up your Monday CRM account.Navigating and managing boards specifically designed for CRM workflows.Setting up and customizing columns to track sales leads, clients, and deals.Creating basic CRM automations to streamline follow-ups and communications.Integrating key third-party tools to enhance CRM functionality.Using Gantt charts to manage timelines and track client projects.Exporting and importing data to and from Monday.This crash course covers all the core features you need to get started, making it perfect for beginners or anyone looking for a straightforward, easy-to-follow introduction to Monday CRM. If you're looking for a quick overview to kick off your CRM system, this course is the ideal choice!MasterClass vs. Crash-Course: Which One Fits Your Needs?Both my MasterClass and Crash-Course provide a solid foundation in Monday CRM, but if you’re looking for a more in-depth understanding, the MasterClass offers additional insights and advanced techniques to help you fully master the system.Here’s how the two courses differ:Comprehensive Column and View Types: In the MasterClass, you'll explore a broader range of column types and view configurations, giving you deeper control over your CRM customization.Excel Import/Export: If you plan to work with data beyond Monday CRM, the MasterClass walks you through detailed steps for importing and exporting boards and items using Excel—ideal for those handling large datasets.Advanced Automation: The MasterClass includes extended examples in automations, providing more complex, real-world scenarios to streamline your workflow.Deeper Integrations: You'll learn to integrate third-party tools on a deeper level, with exclusive content on automatic document generation and population, reserved solely for the MasterClass.Which Course is Right for You?If you're looking for a quick, practical overview of Monday CRM, the Crash-Course is perfect to get you up and running.But if you're ready to take a deep dive into more advanced features, need more comprehensive automation and integration examples, or plan to manage more complex projects, the MasterClass is the right choice.Whether you choose the MasterClass or the Crash-Course, you'll gain the tools and skills to master Monday CRM. The choice depends on how deep you want to go!

Overview

Section 1: Getting Started

Lecture 1 Adding Monday CRM to your Existing Monday Work Management Platform

Lecture 2 Signing Up

Lecture 3 Navigating Monday

Lecture 4 Completing your Profile

Lecture 5 Basic Setup and Aesthetics

Lecture 6 Administration

Section 2: Workspaces

Lecture 7 An Intro to Workspaces

Section 3: Organizing your Workspace

Lecture 8 Create your First Board

Lecture 9 Create Logical Groups Within Your Board

Lecture 10 Let's Create Some Deals

Lecture 11 Adding Sub-Items to your Deals

Lecture 12 Who Gets to Access my Boards

Section 4: Display & Customize Workflow Data

Lecture 13 The Basics of Columns

Lecture 14 Some Simple Columns (Label, Short Text, Phone Number, Email)

Lecture 15 Storing Locations and Files in Columns

Lecture 16 Adding a Deal/Job Number and Status Column

Lecture 17 Pulling Data from Other Boards (Connect Boards and Mirror Column)

Lecture 18 Creating a Deal Type Dropdown Column

Lecture 19 Dates and Durations

Lecture 20 Perform Calculations with the Formula Column

Lecture 21 Adding a Deal Scope Column

Lecture 22 Adding a Rich Text (Monday Doc) Column

Lecture 23 Adding Button and Quote Price Columns

Lecture 24 Adding a Deal Contract (File) Column

Section 5: Project - Let's Create Our First CRM Board

Lecture 25 Your First CRM Board

Section 6: Commmunicate with Clients and Visualize your Data

Lecture 26 Professional Client Surveying using Workforms

Lecture 27 Visualizing your Sales Pipeline with the Kanban View

Section 7: Fixing Your Mistakes and Monitoring Activity

Lecture 28 Using the Trash Feature

Lecture 29 Monitor Activity & Changes with the Activity Log

Section 8: Automations in Monday

Lecture 30 A Basic Automation Example

Section 9: Integrate and Automate with Third Party Tools

Lecture 31 A Basic Integration Example

Section 10: Level Up Your Workspace

Lecture 32 Adding a Workspace Dashboard

Section 11: Tools, Tips and Tricks

Lecture 33 A Personalized View (My Work)

Lecture 34 Filtering and Sorting

Lecture 35 Searching and Grouping

Lecture 36 Hiding and Pinning Columns

Section 12: Control User Access and Permissions

Lecture 37 An Intro to User Access and Permissions

Lecture 38 User Roles and Permissions

Lecture 39 Control who can see and Edit Columns

Lecture 40 Control who can Access and Edit your Boards

Lecture 41 A Summary of User Access and Permissions

Section 13: Project - Test out your new Skills

Lecture 42 Testing our your new Skills

Section 14: Conclusion

Lecture 43 Conclusion

Anyone new to Monday CRM,Employees & Team Members,Business Owners considering using Monday CRM,Sales People,Anyone Considering using Monday in their Business or Workplace