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Rotem OrpazCommunity Manager

F2F Outbound Bootcamp EMEA & NA Registration approval sent!

Hey Lovely community We've just sent out all the approval confirmations for the EMEA & NA F2F Bootcamp in London via email. Please verify your email to confirm your approval to participate in the F2F event in London. This Bootcamp will feature a client discussing Outbound outreach from their perspective, along with a unique Linkedin workshop tailored specifically for us by Linkedin experts.Additionally, there's a special offer to trial Sales Navigator and gain access to all its features.If you've registered but haven't received any response or status update, please get in touch with me and I'll look into it. Looking forward to seeing you at our final session for this course on the 22nd!

lindamarieberrySocializer

Need Formula for number change based on status

I am trying to write a formula for my ‘Quantity Live’ column that says “If the subitem’s ‘Pub Status’ is not LIVE, put 0. If the subitem’s ‘Pub Status’ is LIVE, put the value from the ‘Quantity Using’ column. Any help would be appreciated. Thank you,Linda

suryatestNewbie

Testing bugNew

Maria AragonesesEnthusiast

App para transcribir llamadas

Hola!Tengo un cliente que nos ha preguntado por transcripción de llamadas telefónicas. ¿Conocen alguna app o integración que les pueda servir? Ya hemos valorado aircall pero nos gustaría ofrecerle otras alternativas. Gracias!

Igor NogueiraEnthusiast

MONBLIP agora é WHATSAPP INTEGRATOR!!!!!

WHATSAPP INTEGRATOR O SEU APP DE INTEGRAÇÃO PARA A NOTIFICAÇÃO WHATSAPP ATRAVÉS DA MONDAY.COMÉ um prazer anunciar que, depois de alguns meses desde o lançamento do nosso aplicativo, recebemos muitos feedbacks de nossos clientes e agora temos uma versão totalmente nova!!!Aumente suas notificações!!!!!Avise o que importa!!!!Notificações em massa!!!!Novos modelos (Templates)!!!!!Novas receitas (Recipes)!!!!!!Mais de 400 clientes de todo o mundo já baixaram o nosso app que está com a nota de recomendação mais alta do Marketplace! Site do App: https://monday.com/marketplace/10000196Why is this a big deal? O WhatsApp é usado por mais de 2 bilhões de pessoas mensalmente em todo o mundo, o que o torna um dos aplicativos de mensagens móveis globais mais populares em todo o mundo e é a principal ferramenta de comunicação quando se trata do modelo de negócios B2C.Project Management Case:CRM Case: Logistics Case: Para quaisquer necessidades adicionais de integração e/ou customização, dúvidas sobr

charleneEnthusiast

Videos and Visuals for Outbound

Hi Guys, where can we find short videos and visuals for a outbound mail campaign mail that we’re running. 😌

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!

Roy Lapinmonday.com Employee

Referral & Authorized Partners

App Marketplace development webinar -recording & assets

Hello Partners, In case you missed it - this post is for you! The recording and resources from the monday.com App Marketplace development webinar are now accessible.We want to recognize Alex Polonsky, who delivered an exceptional session with cornerstones of content, support, and guidance. To ensure you have everything you need moving forward, please find below important resources from the session:1. Session Recording2. Deck Presented3. Additional assets can be found on the partnersworkflow account.Please don’t hesitate to reach out if there are any questions or if you need further assistance. Thank you once again,The Authorized Partners Program Team

Tainá TiagoEnthusiast

Dificuldade em não apontar finais de semana a partir de automações/fórmulas

O cliente tem uma data de inicio, uma quantidade “x” de dias requeridos que o processo iria levar, e ele queria que calculasse automaticamente essa nova data, a partir desses dias (porém só contando os dias úteis, sem apontar no sáb ou dom). Vale ressaltar que a configuração de ocultar final de semana do cronograma na conta dele já está ativado.Inicialmente, ele tentou através da Fórmula ADD_DAYS({data de ínicio}, {Dias requeridos}) mas como mostra na imagem, ele aponta para sábado normalmente.Então pensei em por automação, porém no momento de apontar a nova data, que seria a entrega prevista, a parti da quantidade de dias requeridos, ela também não pula os finais de semana. Mesmo com as configuração de ocultar final de semana, quando vem de uma automação e a conta de dias requeridos apontaria num sábado e domingo, ele não “pula” essa data para apontar na próximo dia útil. Alguém já passou por essa situação? Teria alguma formula ou alguma configuração especifica que a sane?

Tara HornWizard

monday Sales CRM

Automate emails from Emails & Activities?

Hi!I really hope that someone here can tell me that this is possible. I want to automate the sending of an email from Emails & Activities based on a date column (when date arrives, send date). I need it to be that way so I can have hyperlinked text. I know about Supermail but my client is not willing to pay extra for this considering they are on ent and the CRM product. I can not use a standard automation because you can not add a hyperlink.Does anyone know if this is possible?

lindamarieberrySocializer

Need Formula for number change based on status

I am trying to write a formula for my ‘Quantity Live’ column that says “If the subitem’s ‘Pub Status’ is not LIVE, put 0. If the subitem’s ‘Pub Status’ is LIVE, put the value from the ‘Quantity Using’ column. Any help would be appreciated. Thank you,Linda

Maria AragonesesEnthusiast

App para transcribir llamadas

Hola!Tengo un cliente que nos ha preguntado por transcripción de llamadas telefónicas. ¿Conocen alguna app o integración que les pueda servir? Ya hemos valorado aircall pero nos gustaría ofrecerle otras alternativas. Gracias!

charleneEnthusiast

Videos and Visuals for Outbound

Hi Guys, where can we find short videos and visuals for a outbound mail campaign mail that we’re running. 😌

Tara HornWizard

monday Sales CRM

Automate emails from Emails & Activities?

Hi!I really hope that someone here can tell me that this is possible. I want to automate the sending of an email from Emails & Activities based on a date column (when date arrives, send date). I need it to be that way so I can have hyperlinked text. I know about Supermail but my client is not willing to pay extra for this considering they are on ent and the CRM product. I can not use a standard automation because you can not add a hyperlink.Does anyone know if this is possible?

NevenaEnthusiast

monday Sales CRM

Data migration to CRM

Hello guys,Happy Easter! 🐣Any of you can recommend a good approach for the data migration from other CRMs ( in this case Pipedrive) to a monday one?For instance, if the contacts are uploaded and then afterward the organisations, there is no link between them. In case of a bigger number it is too manual to connect them one by one.Kind regards,Nevena

ekinsogutEnthusiast

Customer Success

Email contents not appearing in the updates section when using Monday outlook integration

Hello to everyone, A customer of mine uses outlook integration.They display relevant e-mails in the updates section. The problem here is, We cannot display the tables, images or attachment in the email content in the updates section. As an example, the screenshot below; Mail; Updates; How can we view email contents or attachments in the updates section? Is there a solution for this? Thanks!

A

Anonymous

test

Bruno CostaEnthusiast

Sales CRM - Organizações sem fins lucrativos

Olá pessoal, todos bem?Alguém conhece alguma Organização Sem Fins Lucrativos que utiliza o Sales CRM?Pode ser um case fora do BrasilDesde já agradeço a ajuda :)

Roy Lapinmonday.com Employee

Referral & Authorized Partners

March 2024 New Releases & Features

Hey Partners, March 2024 New Releases is here!!!! we assigned everyone and you have access. Link to the course in your Lessonly account including use cases, selling points, and technical information per feature. Enjoy!

NevenaEnthusiast

monday Sales CRM

Dependent dropdown lists for the CRM

Hello guys,What would you recommend for the dependent dropdown lists solution in monday CRM? The customer has a large list of categories and it’s subcategories applied to classify an account. The client needs a solution where when a category A is appied, only certan subcategories will appear.Kind regards,Nevena

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