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NevenaEnthusiast

asked in 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

12 days ago

Mauro CarlinoSocializer

asked in 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

asked in 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

asked in 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

3 months ago

laura.mottaSocializer

asked in 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

asked in monday Sales CRM

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4 months ago

wendykarsynk4101Newbie

asked in monday Sales CRM

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4 months ago

Yaelshmonday.com Employee

asked in Operations and Salesforce

Product Indications 2.0

Introducing Multi-Product Indications 2.0 for Managed Accounts in SalesForce!Hi Partners,We are super excited to introduce you to the new Product indications component in your portal!What is it all about?🏂This feature offers valuable insights into the customer's intent in monday.com’s different products to maximize up-selling and cross-selling opportunities within your accounts.You can filter by user, product, seniority, and department and see all your account indications in one place with capabilities you never saw in the portal! You will Have a dedicate report in your partner portal to review all your managed monday account with HOT indication for a better visibility! Where can i see the new component? Under your monday’s accounts layout! Important to know >>We created a Dedicated Doc that covers all the different indications we are tracking, so you can make smarter conversations with the clients. Your CPM will review this with you during your upcoming Weekly. Cheers!🧉

4 months ago

Yuki FujitaNewbie

asked in monday Sales CRM

Switch to Monday CRM

Hi everyone! I just wanted you to ask all my fellow Monday CRM users some questions. 1, Is this your first CRM? Or did you switch from other tools? (Salesforce etc..)2, If you switched to Monday, what has been the benefit of using Monday CRM? How long did it take to switch from the previous tool?

5 months ago

gerhard_mondaycommunityNewbie

asked in Customer Success

Increase User Adoption Rates

I have a client who is struggling to get their employees to use monday.com. This clearly poses a great risk to the account, but also our reputation as a monday.com partner. Do you have some strategies, tips, tricks, tools you can recommend to help increase adoption rates?

5 months ago

lindamarieberrySocializer

asked in Partners LATAM

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

5 months ago

Maria AragonesesEnthusiast

asked in Partners LATAM

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!

5 months ago

charleneEnthusiast

asked in Sales

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. 😌

5 months ago

Tara HornLegend

asked in 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?

5 months ago

NevenaEnthusiast

asked in 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

6 months ago

ekinsogutEnthusiast

asked in 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!

Anonymous

Bruno CostaEnthusiast

asked in Brasil

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 :)

6 months ago

Roy Lapinmonday.com Employee

asked in 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!

6 months ago

NevenaEnthusiast

asked in 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

6 months ago

Yaelshmonday.com Employee

asked in Operations and Salesforce

New small brain layout for partners

Hi Partners! We are super happy to share with you the NEW layout for our Small brain in the partner portal.😲Why?As you know, Monday.com as a company is going through a motion of multi-product. Together with the new banner we are presenting on the lead and the opportunity, we also want to give you easy access to information on the account that touches products and AddOns specifically.What Changed?*UI improvements*Products and Addons related to the account*Slug indication - Below the website you can find an easy access to the SLUG of the account. Please see the new layout here! (Available from the account page) We kept most of the information the same and added more insights about products and AddOns and obviously improved the UI for a better experience! Notes*Please note that the “Total ARR” currently represent only the products ARR (not includes Addons)*Now you have in the upper left side the slug of the account We are here for any question regard the new layout and any other sugges

6 months ago

Philip ZollingerEnthusiast

asked in Sales

Monday Edition - Mixing

Hello I am not quite clear about the exact difference of the Monday Editions and have following questions: Can you mix Editions for company instance or does the instance need to just one Edition. i.e. CRM. WM or DEV? How does a customer which is looking for an all in tool needing WM and CRM select which one? Can a customer build everything which is in CRM with WM - what are the limitation. Where can a potential customer see this.

6 months ago

Tainá TiagoEnthusiast

asked in Brasil

Fórmula que aponte o total de sub que possua um determinado label na coluna Status

Há alguma forma de conseguir visualizar, através de formula, quantos subelementos um elemento possui, porém determinando quantos são os que estão com o Label de Status concluído.Seria algo parecido com o {Subelementos#Count} porém que desse para filtrar pelo label de conclusão da coluna Status desses subelementos.

6 months ago

Maria AragonesesEnthusiast

asked in Partners LATAM

Configurar vista área de trabajo

Hola! Uno de mis clientes utiliza la columna de personas para definir el “rol” de cada persona en cada una de las tareas, no teniendo siempre la misma persona el mismo rol en cada tarea, les muestro un ejemplo: A la hora de visualizar el espacio de trabajo personal aparecen todas las personas agrupadas como ven en este ejemplo: ¿Es posible configurar la vista para que desde el espacio de trabajo ya se pueda visualizar el rol que desempeña en cada tarea sin necesidad de abrir la tarea? Gracias!

6 months ago

arturferreiraEnthusiast

asked in Brasil

Envio de emails para multiplos destinatários a partir de um quadro conectado

Boa tarde rede! Existe algum forma de conectar quadros e a partir de uma coluna chave trazer múltiplos e-mails (vinculado ao quadro que está sendo conectado e de forma que eu possa utilizar esta coluna como dado para disparo de emails ? Fiz alguns testes e tive a impressão disso não ser possível

7 months ago

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