The Complete Monday com Guide From Zero to Hero in PMO & CRM

Name: The Complete Monday com Guide From Zero to Hero in PMO & CRM
Rating: 4.4 (36 reviews)

Learn Monday com like a Pro! Go from the basics to using AI Tools, and creating a CRM and Project Management systems

Created byNir Sharoni

Last updated 10/2024

English

What you'll learn

You will master Monday CRM and Project Management Systems by building a unique use case.
You will learn how to use Monday AI tools to ease your workday and enrich your system.
You will learn how to create automations in Monday to make your work faster!
Learn how to use and build a real life system setup that was implemented for over 100 clients worlwide from a licensed monday partner.

Course content

2 sections • 35 lectures • 3h 31m total length

Basic Definitions of a Project and a CRM4:35
Define a project and a CRM using Monday.com, showing how projects are built from stages and tasks and how leads move through a CRM from contact to deal.
PMO & CRM
Set up your Monday.com account3:37
Learn to set up your monday.com account, claim a one-month free trial, invite teammates, create your first board, and start a monday doc to summarize lessons.
Monday.com Subscription Pricing5:42
Explore monday.com subscription pricing across work management, crm, and dev, detailing seat-based plans, monthly versus yearly options, and licenses from basic to enterprise.
Monday.com Pricing and Plans
Basic Terms (Mondictionary)5:45
Explore Monday definitions and hierarchy from domain to workspace, boards, items, and sub-items, including columns, mapping, and updates. Discover how views and dashboards customize filters and cross-board insights.
Permissions8:33
Explore monday's hierarchy from domain to workspace, boards, items, and sub-items, and learn how columns, mapping, updates, views, and dashboards organize data across projects.
Last quiz before the fun begins
Build your first board and your first automation!8:39
Learn to build and organize your first monday.com board for a wedding planning workflow, creating boards, labels, groups, and automations to move items and streamline tasks.
Add columns to your first board11:34
Add and customize monday.com board columns: stage, people, creation log, last updated, files, time estimation, budget, long text, location, and date, while learning IDs, permissions, and shortcuts.
Building your second board8:25
Build your second board on monday.com by creating a clean task board, adding status, labels, and columns, and configuring automation, time tracking, a flexible timeline, and linking to other boards.
Connect your boards7:39
Connect your boards in monday.com by linking projects and tasks with two-way connections and mirror columns, enabling real-time updates, time tracking, and synced timelines.
Cross Boards Automations8:28
Master cross-board automations in Monday.com by using the AI task generator to create stage tasks, connect boards, map columns, and duplicate automations for efficient project management and dashboards.
Columns and Automations quiz
The Gantt Chart6:37
Explore the Gantt chart in monday.com, set up sample tasks for design and theme development, define timeline and dependencies, add milestones, adjust views, and manage project progress.
Dashboards5:10
Learn to build and customize dashboards in monday.com by using widgets to visualize tasks with charts, battery charts, and workload views, and tailor filters and capacity for project management.
Item Card3:56
Learn how to use item cards to view data directly in a board, adjust width and docking, and customize display options, including connect boards and task linking across projects.
Last Quiz for the projects section!

Introduction and Some Theory2:02
Explore how a CRM manages client relationships from lead to deal to project within Monday CRM, tracking contacts and activities like meetings, calls, and emails.
Monday.com CRM4:20
Learn how to set up monday.com crm by adding the crm template, moving and organizing boards (leads, accounts, contacts, deals), and configuring automations and mappings for a connected crm workspace.
Quick Quiz
Leads Board Part 1: Adding Columns to your Monday.com board6:23
Build a monday crm leads board by adding essential columns (lead status, bride or groom, email, phone, follow-up date, lead score) and using the group by feature for flexible organization.
Leads Board Part 2: Group by , Creating and Locking Views & A Status - Dive In6:10
Learn to use group by with lead status or any mappable column, show empty groups, and save a Main view while creating and color-coding labels for automatic organization.
Leads Board Part 3: Monday.com Form7:13
Explore how to set up and customize a Monday.com leads form for wedding planning, including required fields, background image, color palette, progress bar, and a redirect after submission.
Leads Board Part 4: Mandatory fields, Embed Everything widget CRM feature3:28
Learn to enhance the leads board with the embed everything widget, shareable boards, and mandatory fields that ensure essential data like name, email, and phone are captured.
Leads Board Part 5 (Last Part!): Monday.com Lead Score with AI3:47
learn to build a monday.com lead score using the ai formula builder, using email, phone, and comments to score leads and connect the deals board to leads.
Deals Board Part 1: Adding Columns to your Monday.com board9:00
Build the deals board on monday.com by moving items between boards to reuse IDs, duplicating columns, and adding a wedding date column; use formula columns for income and forecast value.
Deals Board Part 2: Pipeline (Kanban) View, Forecast and Goals Charts5:45
Build and customize a deals Kanban pipeline, track stages from quote to won or lost, and create forecast charts and annual income goals to monitor performance.
Deals Board Part 3 - Item Widgets: Stages & Quotes and Invoices5:01
Explore the deals board stages to update statuses without leaving the screen, and create quotes and invoices with one-time saved layouts, dynamic items, and pdfs.
Monday.com CRM Sales Dashboard Part 17:25
Learn to restore and connect crm boards in monday.com and build a sales dashboard with widgets, revenue metrics, charts, and automation to track active deals and revenue.
Monday.com CRM Sales Dashboard Part 27:21
Build and customize a monday.com crm sales dashboard with funnel charts, forecasted revenue by month and by stage, benchmark lines, and deal stages by rep, using templates to recreate dashboards.
Contacts Board Part 1: Adding Columns to your Monday.com board6:49
Create a monday.com contacts board for a wedding planning agency, import excel contacts, manage duplicates, and set up columns for contact type, phone, WhatsApp link, email, location, and basic automations.
Contacts Board Part 2: Upload Data from Excel and Manage Duplicates5:20
Upload excel data into the contacts board, map columns, create a new group from the file, handle unsupported fields, and manage duplicates by merging items based on name or email.
2 Minutes Theory on connection between Monday.com boards & tables relationships2:01
Explore how Monday.com boards and tables relate using one-to-one, one-to-many, and many-to-many examples from accounts and projects. Learn to mirror data and organize wedding planning data across accounts and projects.
Accounts Board: Adding Columns to your Monday.com board2:07
Create the accounts board in monday.com, add four columns (owner, location, creation log, last updated), and save it as the main view, with plans to connect boards to the CRM.
Automate and Connect Your Boards: Leads Follow-UP, Create an Item and Connect12:17
Automate lead follow-up by triggering owner notifications, recording updates, and clearing fields; connect leads to deals and contacts, then auto-create linked items, projects, and accounts when deals close.
Activities Board Part 1: Adding Columns to your last Monday.com board of the CRM4:13
Learn how to extend the monday.com activities board for crm by adding creator, start and end times, and ai-powered activity content summaries to capture meeting outcomes efficiently.
Activities Board Part 2: Emails and Activities and Gmail Integration12:00
Learn to automate monday.com emails and activities by creating items from activities, mapping creator and start and end times, and leveraging Gmail integration for lead management.
Monday.com Integrations part 1: Google Calendar Integration4:14
Learn to automate monday.com emails and activities by setting lead status to awaiting initial consultation for meetings, and enable Google Calendar integration to sync start and end times.
Monday.com Integrations part 2: Facebook & Google Drive2:59
Connect Facebook leads to monday.com, map fields like full name, email, work email, and phone, automate lead creation, and attach Google Drive files synchronized with monday doc.
Monday.com Integrations part 3: Embed form on website & Mass Emails2:44
Learn to embed forms on your website and send mass emails in monday.com, including item selection, content mapping, scheduling, testing, and tracking opens and clicks.

Requirements

No experience needed - I'll teach you everything you need to know
A Mac or PC computer with access to the internet
No paid software required for the first month - you will get a dedicated link for one free month of trial.

Description

Welcome to the - The Complete guide to CRM & Project Management, the only course you need to learn how to use Monday in the best way possible from a real life implementer.

With an experience of over 100 projects done by me you will be exposed to the best content avilable online when it comes to Monday.

You don't need more than 10 hours!

This course was built to feet anyone who whishes to enrich their knowladge and will not take up too much of your time to start seeing results!

This course will take you from no knowladge at all to actual operating system.

This course has been updated to date and you will get a resource board that will update with the most recent news about Monday.
This course contains hands on experience with the system and was developed after having instructed dozens of employees and clients on different implementations within Monday.
There is no course like that online. This is the only course online that shows real life system with fun exampls and full use of Monday AI tools.

Throughout this course, we will cover:

Projects Management Method from defenition to solutions.
Automations in Monday.
Reccomended Apps you can use in Monday.
Practical exampls of AI use in the system.
Every current feature of the CRM and the Projects Management products.
How to create forms and share them vie website, QR code or any other way with external users.
The limits of the system and best practises

ARE YOU READY TO START?!

Let's Go!

Who this course is for:

If you want to manage your leads, opportunities and CRM in the best way possible within Monday, then take this course.
If you want to start your own implementation business by building your own dedicated systems within Monday and other similar products, this is the best way to start.
If you are an experienced user and looking for to expand your knowledge - here you can find out all you need to know about Monday's CRM and Project Management abilities.
If your organization uses Monday and want to upgrade it to a better use.
If your organization uses lots of Excel Sheets and Manual work - You can learn how to save valuable time for what's really important.

The Complete Monday com Guide From Zero to Hero in PMO & CRM

What you'll learn

Explore related topics

Course content

Project Management (PMO) and intro to Monday.com13 lectures • 1hr 29min

Monday.com CRM22 lectures • 2hr 3min

Requirements

Description

Who this course is for: