monday sales CRM advanced demo

in this video you will see monday sales CRM capabilities and how they differ from monday work management

[AH-zojg]

How can I access this set up? I just signed up for 2 week free trial and none of this is set up this way...

[ZachWeller]

🎯 Key points for quick navigation:

00:18 *Sales CRM demonstration*
01:00 *Entity boards explained*
03:21 *Lead management methods*
07:18 *Email and activity management*
11:08 *Lead qualification process*
13:29 *Opportunity management tools*
15:32 *Pipeline and revenue views*
20:05 *Post-sales automations*
24:27 *CRM dashboard insights*
25:21 *Team performance tracking*
25:59 *Sales team leaderboard*

Made with HARPA AI

[joeyobacciorealestate]

I did not see anything that allows an incoming call or an incoming emaili to be saved direct to Monday without manually typing them or an automatic saving of ALL emails!

[SM-csnt]

There are some features which I don’t seem to have access to yet:
Mainly the form opening when trying to add an item. I believe this is not configureable yet.

Also in the video you are mass E-Mailing Opportunities directly from the opportunities board. In the current version this is not possible as only Boards with an E-Mail column can be selected for Mass E-Emailing.

[DEATH-flare]

15:00
"I'm still waiting to hear back from you :)"
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My ex must have used this program.