monday.com Partner Community

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Referral Partner Portal vs Channel Partner Portal.

Hi Monday Community,Greetings to all.I saw there is 2 different types of Partner Portal.1: Channel Partner Portal2: Referral Partner PortalFor now I have access to Referral Partner Portal.Question is how to get access or register for Channel Partner Portal.What is Okta Login?

2 days ago

bpotterRookie

Referral & Authorized Partners

How to Access the 3 Month Free Trial

Hello,I’m currently doing the partnership academy course and I’ve been told by support that I’m eligible for a 3 month free trial, but they’re not telling how to activate it after asking support three times.All they tell me is that I need to start a new Monday.com account.So asking if anyone here knows how to activate the 3 month free trial for partners?Thanks!

2 days ago

bpotterRookie

Professional Services

Strategic Partnership Templates

Hello,Just wondering if anyone else uses Monday.com for strategic partnerships and if there are any templates for this service?Thanks

4 days ago

bpotterRookie

Marketing

Strategic Partnerships

Hello, Just wondering if anyone else uses Monday.com for strategic partnerships and if there are any templates for this service?Thanks

5 days ago

Igor NogueiraEnthusiast

Brasil

É amanhã!!! WEBINAR Lanum - Integração Whatsapp + Monday CRM + Monday Services - 10/10 às 10:10!!

LIVE NO YOUTUBE!!!!!!!!!!!

6 days ago

Corinne Vitalemonday.com Employee

Marketing

📣 2023 Partners Marketing Recap and New partner assets for 2024!

We are proud to present you a summary of this year's amazing partner marketing efforts - A TOTAL of 762 marketing activities among our partners! 363 in EMEA, 142 in APAC+ANZ, 168 in LATAM, and 69 in the US. 218% growth from 2022 in total generated pipeline from these efforts. We couldn't have done all of this without you! Your partners marketing activities included trade shows, roundtables, executive events, webinars, user groups, online campaigns, and much more. In addition, this year over 20 partners joined us in monday-led events in different locations (Paris, Philippines, Mexico City and São Paulo) with a total of 606+ attendees. We also had some cool new marketing initiatives this year! We: Launched the new partners’ marketing community Held 7 marketing training workshops Built new infrastructure for MDF claiming Created an event kit for F2F events for partners Improved our event support f

12 days ago

Kyliemonday.com Employee

Welcome - Start Here!

Welcome to the monday.com Partner Community👋!

Hi and welcome to our community! :) We're so glad that you're here and we can't wait to learn and grow together! Why join the community? We want you to be even more successful with monday.com! It is important to share knowledge and insight, successes and challenges, receive guidance and support, and simply connect together.This is why we created the monday.com Community. To make this community as useful as possible, please share any feedback or tips that can help us improve.Here are five tips and tricks that will have you on your way to becoming an awesome community member! I'm new! Where should I start?The best way to get started is to first complete your profile (see below), look at our Community Guidelines, and then introduce yourself! We're all excited to meet you and give you a warm welcome 🤗. If you have any questions you can always check our FAQ or message @Kylie directly. How do I create a profile?If you haven't already completed your profile, what are you waiting for?! Your c

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14 days ago

Kyliemonday.com Employee

Welcome - Start Here!

If you're new - say hello!

Hi everyone!I'm Kylie and I am the Community Manager for our monday.com partner community!So excited to learn, grow, and connect with all of you!Let's introduce ourselves here in the thread - share where you work and live, your role, and something fun! (we love pet pictures and recent success stories 😄)I am originally from Montreal and have been living in Tel Aviv for 2 years. I love Poutine, an amazing Canadian treat! If you've ever tried it, let me know!

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17 days ago

NevenaEnthusiast

monday Sales CRM

Workshops/events managed in OS and email communication in CRM

Hi everyone,Would you share your approach for the best setup where the event/workshop and their tasks are managed from the OS, but the email communication is to be sent from the CRM? Is there a way to manage all from one board? The customer has a large database and often need to send more than 400 emails per event, so connecting event board with contacts boards can be too time consuming, but it’s important to track who was participating in the event and collect their feedback.Best regards,Nevena

21 days ago

Rotem OrpazCommunity Manager

Sales

CRM Competitive Landscape Webinar 🚀 Today!

Dear Partners,We’re thrilled to remind you of the invaluable webinar session taking place today: CRM Competitive Landscape Webinar. This is an excellent opportunity for you to gain insights and stay ahead in the competitive market.The session will include live translations to ES / PT What Will Be Covered?WM vs CRM: Comparative analysis to enhance understanding of different systems. Competitive Analysis: a dive into the strengths and weaknesses of various CRM competitors. Pricing for Competitive Landscape: Strategies and insights on effective pricing mechanisms. Implementation & Adoption: Best practices for successful CRM implementation and adoption. Pricing: Hidden Costs: Reveal and understand hidden costs affecting pricing decisions. We highly encourage all our partners to attend this enriching session.Enhance your knowledge and leverage these insights to maximize your competitive edge.Join Us!Invitations are in your calendars or register through this link: https://monday.zoom.us/

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1 month ago

bpotterRookie

Referral & Authorized Partners

How to Access the 3 Month Free Trial

2 days ago

bpotterRookie

Professional Services

Strategic Partnership Templates

Hello,Just wondering if anyone else uses Monday.com for strategic partnerships and if there are any templates for this service?Thanks

4 days ago

bpotterRookie

Marketing

Strategic Partnerships

Hello, Just wondering if anyone else uses Monday.com for strategic partnerships and if there are any templates for this service?Thanks

5 days ago

NevenaEnthusiast

monday Sales CRM

Workshops/events managed in OS and email communication in CRM

21 days ago

Mauro CarlinoSocializer

Customer Success

Create items with the same subitems

Hello everyone,is there a possibility through automation to create an item on a new board with the same subitems? The possible workaround is definitely to duplicate and move the item (in this case you are able to bring back the subitems) or move only the item, but I’d like to know if there is a possibility, also with an App just to "change the status of an item and create a new item on another board with the same subitems" without using duplicate and move items. Thanks in advance

3 months ago

EmmanuelYazbeckEnthusiast

monday Sales CRM

CRM use cases

Good day, I once saw a board with a number of use cases built based on monday CRM that are beyond sales… I lost that access since. Has someone else seen it? Do you still have the URL of that monday.com baord (it contained links to all of these use cases)

3 months ago

Yaelshmonday.com Employee

Operations and Salesforce

Partner Portal Login (Multi Factor Authentication) 🖥

Hi Partners! Important update to all of you here 🖥In terms of security effort, we are doing in monday.com, From now on you will have to use Multi-Factor Authentication to log into your partner portal.what does it mean?It means that in the login stage to your portal we will have another authentication to make sure that the person who is being log in is actually you :) We created a short playbook that will cover how to set it up from the first time.Please follow this playbook to set up your authentication >>https://docs.google.com/document/d/1sPH2JtrwV-xjnlH_szrXBNfgfGCdrCrsMYtblvOPzU8/edit

4 months ago

laura.mottaSocializer

Customer Success

Template for Logistics & Shipping

Hello everyone, happy friday! Do you have recommendations for templates my client could use for managing Logistics & Shipping?Any helpful use case, usage of columns, apps, etc.?Thanks a lot!

4 months ago

wendykarsynk4101Newbie

monday Sales CRM

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4 months ago

wendykarsynk4101Newbie

monday Sales CRM

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4 months ago

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