Monday CRM: Taught by a Certified Expert
Published 9/2024
Duration: 1h26m | .MP4 1280×720, 30 fps(r) | AAC, 44100 Hz, 2ch | 561 MB
What you’ll learn
Create and manage architecture (boards, items, subitems, etc.) in Monday.
Manage the entire sales cycle with the core monday Sales CRM boards
Confidently teach another beginner how to use Monday.
Automate your/your team’s work in Monday with it’s powerful automation system.
Requirements
No prior experience is needed. This course will provide you all of the knowledge that you need.
Description
Welcome to "Mastering monday CRM: Taught by a Certified Expert." My name is Liam, and I’m a certified advanced workflow builder, implementor, and developer with monday. As the lead architect and workflow designer at a digital consulting firm, I’ve spent countless hours designing, refining, and living within the monday CRM, helping businesses streamline their sales pipelines and close deals faster.
In this comprehensive course, you’ll learn how to navigate monday CRM and unlock all of its powerful features. We’ll explore how to manage your leads, track your deal flow, and create customizable dashboards that give you real-time visibility into your sales performance. You’ll also learn how to set up automations that keep your sales cycle moving smoothly without manual input, so nothing falls through the cracks.
In addition to the basics, I’ll share some extra features to help you take your CRM to the next level, including email integrations, customized sales stages, and how to create forms to capture leads from your website.
Who this course is for:
Employees of a company that uses Monday or Monday Sales CRM
Businesses implementing Monday Sales CRM
Business owners considering implementing Monday Sales CRM into their workflow
