A Crashcourse in Monday CRM

Explore creating and customizing workspaces in monday crm, including IT sales and finance sales, with icons, colors, and descriptions, and manage access and members via workspace permissions.

Discover how to create your first board in Monday.com CRM by adding boards from scratch or templates, exploring template center, and configuring deals and contacts with forms and dashboards.

Learn to add subitems to deals in Monday CRM, link them to a main item, track project portions with columns, and manage subitems with bulk actions, moves, duplicates, and conversions.

Explore Monday crm board types by configuring public, shareable, and private boards. Invite internal members or external guests and manage access with subscriber visibility.

Explore the basics of columns in Monday CRM, including adding and customizing column types on contact and deals boards, and creating a people column to assign sales reps.

Add and customize columns on the board, including a label type column for client size with color labels, plus contact details with phone, email, and flag options.

Add and manage location and file columns in Monday CRM by creating a business address column, storing business registration documents, and uploading files from local, webcam, or links.

Add a project number text column and a status column that maps labels to groups on the deals board, customize label colors, and set deal request as default.

Learn to pull data from other boards using mirror and connect boards columns to link clients and their contact persons in a deals board, with multiple clients supported.

Create a project type dropdown column, define and manage labels like app development, system maintenance, and technical support, and apply a one-label limit while assigning job types to projects.

Add and customize a date type and duration column to track project start dates and durations. Sync calendars, set deadlines, and create date-based automations and reminders.

Learn to use Monday CRM's formula column to compute an end date from a start date plus duration, using if and add days, with not applicable for blank or zero.

Add a deal scope column using a long text field in Monday CRM to capture project scope, with examples like install image, Word, Outlook, and Android app.

Add a Monday document column to create rich text with formatting, headings, bullets, checklists, and mentions. Pull dynamic values from the board to build a scope, job assignments, and templates.

Add a button column for approve for quote and a quoted price numbers column, customize the button and currency units, and prepare automation for notifying users to generate quotes.

Add a status column and a deal contract files column, plus a generate contract button to auto populate and store contracts, with statuses like awaiting assessment, approved, or rejected.

Create your first Monday CRM board with two groups and eight columns, including a formula column to practice, using the instructor's sample or your own dummy data.

Create a deal request form in monday.com to collect client details and populate the deal requests. Customize fields, set internal versus client visibility, apply security, and publish a shareable link.

Visualize your sales pipeline with the Kanban view, drag cards through stages like deal request, quoted, active, and closed to update the main table.

Discover how to use the trash and archive features in Monday CRM to delete items and boards, undo deletions, and restore or permanently remove them from the trash or archive.

Learn to track every action on your board with the activity log, including item changes, restored items, and automations, and export Excel reports.

Explore how Monday automations automatically move deals between groups as status changes, and learn to set up, edit, duplicate, and test automations with conditions and actions.

Learn how to use monday.com integrations to auto-generate project numbers with an auto ID autoincrement, apply an automation template, and manage numbering when items are deleted.

Create and configure a workspace dashboard in Monday CRM by linking boards, adding widgets like chart and filter gallery, customizing views and data from multiple boards, and exploring marketplace integrations.