Monday CRM - The Masterclass

Explore how to create and manage workspaces in Monday CRM, including naming, privacy options, icons, and color, and how workspaces segregate departments like IT sales and finance sales.

Explore how to create boards and items in monday.com, starting from scratch or using templates, to set up deals and contacts within the IT sales workspace.

Explore groups on the monday.com deals board, representing stages like deal request, quoted deals, order received, and lost deals. Collapse groups and perform bulk actions to manage data efficiently.

Learn to customize your board by renaming items to clients, creating and deleting items, moving deals between groups, and tracking updates, files, and activity logs.

Expand the main item via the expand icon to reveal subitems in Monday CRM, linking deal portions and allowing bulk actions, moves, duplicates, and opening subitem pages.

Explore the three board types—public, shareable, and private—and see how access varies: public is visible to all team members, shareable requires invites for subscribers and guests, while private is internal-only.

Add and customize columns in Monday CRM, including a people column to assign sales reps with descriptions and limits, create groups on boards, and set permissions for editing and viewing.

Add and customize board columns, including a label type column for client size with color labels. Create text, phone, and email columns with flags and quick actions.

Master adding a business address with the location type column and storing business registration documents in a file column in Monday CRM. Attach, import, and manage files for deals.

Add a project number text field and a status type column to the deals board, then customize labels and colors and set default deal request while linking status to groups.

Link data across boards using mirror columns, connect to a contacts board, and mirror the contact person as the client, while configuring multi-board links.

Create a project type dropdown column in monday crm masterclass, define labels like app development and system maintenance, edit or delete labels, and apply changes with a one-label limit.

Learn to create date and duration columns, set start dates and day-based durations, synchronize calendars via web cal or outlook, and automate start-date reminders linked to deal status.

Learn to use Monday's formula column to calculate end dates from start date and duration, with an if condition for blanks and date functions like add days and format date.

Add a long text scope column to the deals board to capture detailed project scope, with examples like software installation for 20 users, android app, and server maintenance.

Learn to use Monday document columns to create rich text notes with formatting, bullets, checklists, mentions, and dynamic board values for detailed scope and templates like to-do lists.

Add a button column for approve for quote and a numbers column named quoted price with dollars formatting, and prepare automation to notify quotes and move deals.

Learn to add a status column and an extra button column to trigger contract automation, with labels like awaiting assessment, approved, and rejected. Also add files columns for generated and signed contracts, and follow masterclass guidance on automations and integration, while noting crash course limits and upcoming project discussion.

Create and customize a CRM board with at least two groups and eight columns, including a formula column, using dummy data to practice.

Explore creating and customizing forms in monday.com with the work form, including question settings and required fields, to collect deal request data from clients.

Explore the sales pipeline kanban view in Monday CRM, drag cards across stages, customize kanban cards, and automate status-driven grouping and filters for pipeline management.

Add and configure chart widgets on your board, switch between bar and pie views, export pdfs or jpegs; customize axes and benchmarks to analyze deals by status and quoted price.

Explore monday crm's calendar view by adding a calendar board, switch monthly, weekly, or daily layouts using the start date column, and color by status, group, client, or job type.

Explore the file gallery view in Monday CRM, learn to add and dock the widget, view, open, download, delete, and manage revisions of board files, and filter by columns.

Add a map view to your board using a location type column to visualize client addresses on a map, with dot view and a configurable default zoom.

Explore deleting, restoring, and permanently removing items in Monday's trash and archive, with undo, 30-day retention for trash, and an archive that isn't auto-deleted.

Explore the activity log to track all board actions, including who did what and when, with filters for name, today, columns, and person, plus export to Excel.

Explore excel imports and exports in monday.com, applying identical principles for both work management and CRM boards.

Export the board or selected items to Excel to analyze data, include updates or sub items, and optionally email a copy, with time tracking details available.

Import data from Excel into Monday.com, map columns, and handle limitations like person fields; use import options to create new items, skip duplicates, or overwrite existing items.

Create a board in monday.com by importing an Excel sheet, map the first row and column, customize columns for status and date, then assign a person.

Automate Monday workflows by moving deals between groups as statuses change, e.g., quoted deals and order received.

Create and customize a button automation in Monday CRM to set the approved status when the approved for quote button is clicked.

Set up notification automations in Monday CRM to alert teammates when an item moves to a group, using Gmail or Outlook to send customizable messages.

Use the Auto ID integration to automatically generate autoincrement project numbers with a chosen format and starting number, while maintaining unique IDs after deletions.

Integrate Excel or Google Sheets into your Monday board using the Smart Spreadsheet app, enabling Excel-like views, formulas, and export/import workflows across workspaces and boards.

Automate contract creation by auto populating PDF documents from board data with the Dokugan integration in monday.com, triggered by a button and templates with placeholders.

Explore Monday CRM workspace items, create documents with templates like meeting summaries, add headings, bullets, checklists, tag teammates, and use dynamic values from boards with privacy and location options.

Link boards to a Monday dashboard workspace, add widgets like charts and filter galleries, and pull data from deals and contacts for a centralized view.

Organize your workspace by creating folders like boards, documents, and dashboards, then drag items into them and nest subfolders. Create work forms for streamlined processes.