This was very helpfull thank you!

Thank you! Very helpful!

Thankyou!

i have tried to use the formula but I am getting an error message saying "illegal" formula - any ideas on what might be causing that to pop up? thank you!

Thank you for always taking your to share this knowledge with us

Nick, you do great videos on Monday. Question; we have licenses in both Monday Work Management, and "what has been", an added aspect, for CRM licenses. I see now that emails and activities got "killed off" after having been a component of Work Management (project management). Have you run into friction with this? Monday is telling me I have to move everything to "CRM" to have email functionality, and what had been notes / updates functionality, on our project management licenses. Do you have any thoughts or advice on that subject? It seems they are just trying to push everyone to just be on CRM, though oddly it seems that is a module "after", on top of, project management as a license.

Fantastic 😊!

Thank you for your video. You saved me lot of time to know such a complicated system within a short time. You saved my interview. :)

Super

Thank you so much, Mr. Boardman! 😃

I am not able to set my default values to be different from board to board. If I am on Project # 1 and set the default value to Item 1, when I go to Project #2 board the default value is now also set to Item 1, which messes up the whole thing. You happen to not show this, and I wonder why! I would really appreciate advice on this one piece you skipped over (intentionally?)... all this setup doesn't work without it :(

Great Video !

Nice Overview!

In that "Feed" + "Details" area, how to make default open on details instead of feed?

Hello Mr nick your explanation is amazing thank you very much for your effort i have two questions the first one i would like to ask can i import data of customers from Facebook ad or from website for protentional customers the second one is if i had customer and the deal close as won closed and the customer would like to order more so should i register the process to the client profile ?

Nice brows , but seriously great content! Thanks !

This is super helpful, thank you! I'm still trying to figure how to do what I'm... Trying to do lol. I'm trying to essentially duplicate items from a shared team board onto my own personal task list board. Like, automatically adding any items created on that shared board into my personal task board. It's silly how difficult it is to figure out, but I think its because I'm just not great at the software yet!

Can i cc different team members from a column to an external email?!

Why would an admin give a user admin rights to edit the default homepage? This makes no sense!

Thank you so so much

relay helpful videos Nick, Default item values when moving an item from one board to another don't seem to work in the same way i.e not at all. I have questions

You explained the concepts clearly and concisely, making it easy to follow along. I really appreciate how you covered everything in such a short amount of time. Thanks for sharing this helpful content! 🙌

Very helpful! Thanks for this, Nick!

Nick 'Boardman' lol 😆 Happy coincidence?

Great insights, Nick! Love the breakdown of essential CRM automations. One automation we've implemented for clients involves setting up an automated onboarding sequence. Once a lead is marked as a new client, our system sends out a welcome email, creates a ClickUp task for the team, and triggers a series of follow-up emails to ensure a smooth onboarding process. It’s all about enhancing efficiency while maintaining a personal touch!

Totally brilliant, Nick! Double Plus AA Good!

Awesome video Nick! Thank you as this feature of Monday was not covered in Lessonly in depth like this, so this was super helpful!

Why is it limited to sending 500 emails at a time? Thats very limiting.

Thank you! This was great information and exactly what I was looking for!

So every time I want to automate an email sending out a feedback form to a client once the project is done, I might as well send it out by myself without automation as I have to edit the automation every time for a new client

Excellent vid

Спс за инфу - пойду спать...

Wehre is the street address?

I appreciated how you used examples to illustrate key points about Salesforce CRM. It helped me understand how businesses apply it in real-world scenarios. Thank you for making it easy to follow.

Very assertive explanations, thanks a lot!

Thank you so much for making this video you are so easy to understand and hopefully your videos will open more job opportunities for me and my friends you are awesome!!!

How can I implement a square payment request in a Zoho CRM invoice?

When I try to activate the deactivated stage, it doesn't show up in my opportunity stage list. Got any ideas on how to fix this?

Print is not an option that shows up. Is it a paid only feature?

NICE VIDEO AND VERY COMPREHENSIVE

Can't find the group for answers option

Amazing video!!!! Thank you

Great presentation Nick. How do you build your dashboard with the saved reports you have created?

Thank you so much. Can you make a video showing how to connect different pipelines like email, chatbot, facebook etc. to those case section, and assign those cases to get resolved by different Support person etc. Thanks.

Thank you so much. 💕💕💕💕

Say we have some fieldworkers entering daily progress reports and each day once they enter their data I would like to send their corresponding update for that day to an external clients (so multiple external email addresses ) Is that possible? Right now we’re having to manually extract the board and then send an email with the update.

Hi Nick, love the videos very helpful. What about in the case where the lead source may effect the likelihood of conversion, for example a new client verses a past client we've worked with previously? How might we factor that into the formula or forecasting structure?

This video was excellent for a Salesforce beginner like me. Nick is a great instructor! I would definitely recommend this video to others. Well done!👏👏

Hi Nick! How would I get the data of all existing customer in salesforce and export it to excel file?

Hey Nick, is it possible to re-open a case and work order? I accidentally closed a few cases and work order by mistake and have really screwed things up for my colleagues. Thanks