Leads Management In Minutes with monday.com In 2023 | A Streamlined CRM Tutorial

Unlock the secrets of seamless leads management in just minutes with monday.com. Dive into our video to explore a straightforward CRM workflow that simplifies your processes and enhances productivity. Whether you're new to monday.com or a seasoned user, we've got tips and tricks to make your leads management experience smooth and effective. Don't miss out on this guide to optimizing your workflow and maximizing results.
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[@mastering-monday]

🌟 Join my webinar "Project Management Simplified: High and Low-Level Boards on monday.com"! Learn how you can use high and low-level boards on monday.com to increase your project management efficiency. Date: June 25, 2024 Time: 10-11 am EST What you will learn? • Step-by-step instructions on how to create high-level boards • Techniques for designing low-level boards • Best practices on task management • How to connect your boards for integration and automate workflows • This webinar is ideal for project managers, team leaders, and executives of any size organization who want to improve their project management skills with monday.com. Reserve your free spot now: register.gotowebinar.com/register/207496975361687389?source=YT  See you there! ------- 🌟 Access Our Recorded Webinars 🌟  Did you miss a live session? That's no problem! You can watch all of our recorded webinars at your convenience. Just click the link below to browse our library of resources and catch up on what you missed. 🔗 Watch Recorded Webinars: simpledaysolutions.com/monday-com-webinars/

[@Elliotmb]

Tara, this is super cool!

[@builtbybrazil]

perfecr thx

[@mastering-monday]

So glad that this was helpful for you.

[@SolidGroundSounds]

Hi Tara - For the total leads dashboard; how would you show leads created per week? Is this something you can show?

[@mastering-monday]

Hi, yes you can see leads per week. If you go into the settings of the chart widget, then click on the X axis option. Then there is a field that says "group by", using that dropdown, you can decide to view the information by day, week, month, quarter or year.

[@gamercryptoclub]

Super Good How could we use this for Home Improvement Leads can you do a video for us Handy Men on how to set that up? Thank You

[@mastering-monday]

Hi, you can basically build the same thing just customize it a bit. If you need some help, you can check out our templates here simpledaysolutions.com/monday-com-organizerpro/. Feel free to reach out with any further questions.

[@MotocrossHelmetCams]

Could I pay for a copy of this?

[@mastering-monday]

Sure, please contact me at [e-mail] and I can help you

[@richmayso5014]

How do you get item to stay in database, so it can keep that status updated, every time I click new lead, it disappears from database

[@mastering-monday]

Hi Rich, do you have an automation with that status? Could that be what is allowing it to move?

[@richmayso5014]

@@mastering-monday Go it to work with When Button clicked, create an item in Leads and connect Database with Leads and Clients. But now I am having trouble having With Deals, Status on deals if clicked one won't update in Database. need help