In this Monday tutorial, I share how you can get started with project management as well as CRM activities through Monday’s all in one productivity platform.
Monday is now a leading all in one project management and CRM software due to Monday’s simplicity and visually pleasing user interface.
This powerful platform now offers a generous free plan for up to 2 seats, allowing freelancers and small businesses the opportunity to get started with project management and CRM activities for free.
► Get started with Monday here:
https://mondaycom.grsm.io/stewartgauld3125
*(This link is an affiliate links, which means we will get a commission if you upgrade to a paid plan through this link, this helps support our channel and we thank you in advance!)
► Here is the Monday CRM tutorials for beginners we mentioned in this video:
https://youtu.be/8ZFrjcl668Y
► Today we cover the following chapters in this Monday tutorial:
0:00 Intro
01:20 Getting started
01:54 Pricing
03:34 Monday Dashboard
03:56 Workspaces
04:50 Create folders
05:51 Create a board
07:44 Create groups
09:00 Add items (tasks)
09:44 Columns
11:59 Add sub-items
12:23 Project views
13:10 Automate
14:44 CRM Capabilities
18:17 Outro
► Are you interested in joining our small business community?
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Let me know if you found this Monday tutorial helpful. Also, if you require any help or support, make sure to get in touch with us today.
Thanks for watching and enjoy!
#monday #crm #projectmanagement