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monday CRM overview | monday.com tutorials 4 месяца назад


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monday CRM overview | monday.com tutorials

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! Curious about our live webinars? Join us here: https://monday.com/cs/webinars/ Haven't checked out our free trial? Sign up here: https://hey.monday.com/CS

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