monday sales CRM advanced demo

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

[@AH-zo5jg]

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

[@MFslQureshi]

cool

[@joeyobacciorealestate204]

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-cs3nt]

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.

[@scottfredericksen6533]

I agree with you about "adding an item" does not provide a "pop-up" window. I see her's says "Beta". You would think she would point that out.

[@adinero50]

Go to the breadcrumb ... go to settings & 'enable item creation form'

[@DEATH-flare]

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

[@argaman10]

Great Demo!

[@magpieenterprise6781]

Is this Israeli product?