Monday Crm - The Masterclass

A Beginners guide to mastering Monday's CRM Platform Using a Project Based Approach

What you'll learn

Add a free trial of Monday CRM to your Work Management Package.

Master Monday Boards & Columns to Effectively Store Client Data and Communicate with Clients.

Use Automations to Increase Workflow Efficiency.

Use Third-Party Integrations to Customize your Monday System.

Instantly Generate Auto-Populated Documents such as Quotes and Contracts.

Effectively and Proffessionally Communicate with Prospective Clients by Using Workforms to Survey and Interact with Clients.

Visualize and Analyze Important Information using Charts.

Create Intuitive Sales Pipeline/Funnel Views and Workflows.

Manage User Access and Permissions

Perform Simple and Advanced Calculations in Monday CRM (Including Adding Excel Documents to your Boards)

Requirements

Internet Access

No software needed - We'll use a free trail of Monday CRM

Description

Unlock the Full Potential of Monday CRM for Your Business!Are you new to Monday CRM, or looking to integrate it seamlessly into your business?This Masterclass is designed for you!In this comprehensive Monday CRM Masterclass, you’ll start from the basics and advance to expert-level skills, all through a hands-on, project-based approach. Whether you're a team member, business owner, or administrator, this course will equip you with the knowledge to set up, customize, and fully leverage Monday CRM for managing your sales pipeline, client relationships, and team collaboration.What You’ll Gain from This Course:Confidently navigate Monday CRM and make the most of its features.Master board creation and customization, tailoring your CRM to your business needs.Seamlessly integrate third-party tools to enhance CRM functionality.Automate workflows, reducing manual tasks and increasing efficiency.Manage user roles, permissions, and access for better security and collaboration.Effortlessly generate professional documents and client communications with automation.Survey clients and track feedback with Monday CRM's intuitive tools.By the end of this course, you’ll be fully prepared to streamline your CRM processes, improve team productivity, and deliver a better client experience—all within Monday CRM.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: Signup & Setup

Lecture 1 Add Monday CRM to your Monday Package

Lecture 2 Signup for Monday

Lecture 3 General Navigation

Lecture 4 Complete your Profile

Lecture 5 Setup and Theme

Lecture 6 Administration

Section 2: Workspaces

Lecture 7 Workspaces

Section 3: Boards

Lecture 8 Creating Boards

Lecture 9 Board Groups

Lecture 10 Board Items

Lecture 11 Sub-Items

Lecture 12 Board Privacy/Types

Section 4: Columns

Lecture 13 Navigation and Basic Column Types

Lecture 14 Label, Text, Phone and Email Columns

Lecture 15 Address and File Storage Columns

Lecture 16 Deal Number and Deal Status Columns

Lecture 17 Linking and Mirroring Board Data

Lecture 18 The Dropdown Column

Lecture 19 Dates and Durations

Lecture 20 The Formula Column

Lecture 21 The Long Text Column

Lecture 22 Rich Text Column (Monday Docs)

Lecture 23 Button & Numbers Columns

Lecture 24 Adding Some Extra Files Columns

Section 5: Project 1 - Develop a CRM Board

Lecture 25 Develop a CRM Board

Section 6: Board Views

Lecture 26 Customer Surveying with Workforms

Lecture 27 The Sales Pipeline (Kanban) View

Lecture 28 The Chart View

Lecture 29 The Calendar View

Lecture 30 The File Gallery View

Lecture 31 The Map View

Section 7: Data Imports, Exports and Fixing Errors

Lecture 32 Using the Trash and Archive

Lecture 33 Using the Activity Log

Lecture 34 Intro to Excel Imports & Exports in Monday

Lecture 35 Exporting Data to Excel

Lecture 36 Importing Items from Excel

Lecture 37 Creating a Board Using Excel

Section 8: Automations

Lecture 38 Status based Automations

Lecture 39 Button Press Automations

Lecture 40 Notification Automations

Section 9: Integrations

Lecture 41 Automatically Generate A Unique Serial Number for Deals or Documents (Auto ID)

Lecture 42 Integrate an Excel Sheet Directly into your Board View (Smart Spreadsheets)

Lecture 43 Auto Generate and Auto Populate Documents and Contracts (Docugen)

Section 10: Workspace Items

Lecture 44 Documents

Lecture 45 Dashboards

Lecture 46 Folders

Section 11: Useful Features

Lecture 47 The "My Work" View

Lecture 48 Filtering & Sorting

Lecture 49 Searching & Grouping

Lecture 50 Hiding & Pinning Columns

Lecture 51 Conditional Coloring (Conditional Formatting)

Lecture 52 Default Item Values

Lecture 53 Bulk Editing Data

Lecture 54 Keyboard Shortcuts

Section 12: Privacy, Access and Permissions

Lecture 55 Intro to Privacy, Access and Permissions

Lecture 56 Creating Teams

Lecture 57 Administration and User Permissions

Lecture 58 Restricting Column Editing and Viewing

Lecture 59 Board Access and Permissions

Lecture 60 A Summary of Privacy and Access

Section 13: Project 2 - Test Your New Skills

Lecture 61 Project 2 - Views, Integrations, Automation and more

Section 14: Conclusion

Lecture 62 Conclusion

Anyone New to Monday CRM or looking to optimize their existing setup for better performance and results.,Business Owners wanting to centralize client information, track sales pipelines, and enhance customer communication.,Business Owners or Managers who are considering using Monday CRM in their workplace.,Project Managers aiming to integrate CRM into their overall project and workflow management.,Sales Teams looking to streamline their customer relationship management and improve efficiency.,Customer Service Professionals seeking better ways to manage client inquiries and track customer satisfaction.,Sales Teams looking to streamline their customer relationship management and improve efficiency.