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monday CRM overview | monday.com tutorials
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monday CRM lets you control your entire sales funnel and close more deals faster, by automating manual work and streamlining activities.
Ross shows you how to manage each aspect of monday CRM so you can hit the ground running and start closing deals!
Disclaimer: Twilio and Zoom integrations are in Beta and coming soon.
00:00 - Introduction
00:21 - Gather leads
00:49 - Communicate with // qualify leads
01:31 - Manage contacts // link contacts - deals - accounts boards
01:53 - Accounts board
02:14 - Deals board // pipeline view
02:36 - Deal overview page
02:45 - Generate quotes & invoices
03:04 - Integrations
03:29 - Activities
03:49 - Sales dashboard
04:03 - Close deals!
Want to deep dive into this topic? Check out our Academy and more resources in our help center!
Curious about our live webinars?
Haven't checked out our free trial?
Ross shows you how to manage each aspect of monday CRM so you can hit the ground running and start closing deals!
Disclaimer: Twilio and Zoom integrations are in Beta and coming soon.
00:00 - Introduction
00:21 - Gather leads
00:49 - Communicate with // qualify leads
01:31 - Manage contacts // link contacts - deals - accounts boards
01:53 - Accounts board
02:14 - Deals board // pipeline view
02:36 - Deal overview page
02:45 - Generate quotes & invoices
03:04 - Integrations
03:29 - Activities
03:49 - Sales dashboard
04:03 - Close deals!
Want to deep dive into this topic? Check out our Academy and more resources in our help center!
Curious about our live webinars?
Haven't checked out our free trial?
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