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@donnaloder6002 26 күн бұрын
Love it! Finally! Cant wait for AI component to come.
@angellucena3044 4 ай бұрын
I just saw another video where you are using the CRM solution. Our team does construction. It is not clear which solution from Monday (Work Management vs CRM) we should consider. It seems like this lets us build a CRM also. Any insight into how to choose would be helpful. Thanks.
@AlexOnAutopilot Ай бұрын
You are right! The CRM and work management are different products, although there are ways to build almost every CRM feature using the work management solution only.
@benlarson8263 4 ай бұрын
Any idea what is generating the "actual" vs "planned" timeline columns on the portfolio view? I see that I now have columns on my initial project plan but I don't know where the dates are coming from. Thanks in advance!
@ruperdecarino1466 3 ай бұрын
Iv used these to make a high view about the expectatives vs real time project comparision. The first one you put it manually and the second one is information from the project by itself. I experienced the same issue. Maybe the the columns from your project that you know linked are "hidden" cuz they are in that status or filtered in a "new filter by columns" on the project. Kind of silly but its there. Wish this helps!
@aievolved 6 ай бұрын
This is very insightful! Thank you
@kickconsulting6612 6 ай бұрын
Glad it was helpful!
@jonathanhalperin9340 6 ай бұрын
Hi, does anyone know what subscription level is required to get this portfolio feature? Pro, Enterprise?
@kickconsulting6612 6 ай бұрын
It's only on Enterprise.
@CrisSer-zt1hw 7 ай бұрын
love it !
@kickconsulting6612 6 ай бұрын
Thx
@claybournebagenal3833 8 ай бұрын
'PromoSM'
@kickconsulting6612 10 ай бұрын
Keen to learn more? Register for our upcoming LIVE webinar covering our monday.com Construction solution in February: www.kickconsulting.com.au/event-details/construction-project-management-with-monday-com
@TamalaStewart Жыл бұрын
Hi! I don't know where to begin! I would love to see how you set up your Monday CRM board starting with the "Deals" board, activities and eventually continued follow up with the client.
@kickconsulting6612 Жыл бұрын
Hi there! I'd be happy to have a chat and demo some of what we've put together - feel free to make a time with me here: calendly.com/d/grr-bgg-34k/60-min-complimentary-introductory-meeting Take care, Anastasia
@Marcos-oz4mt Жыл бұрын
'promosm'