Monday CRM - The Masterclass

A Beginners guide to mastering Monday's CRM Platform Using a Project Based Approach
4.51 (37 reviews)
Udemy
platform
English
language
Sales
category
instructor
Monday CRM - The Masterclass
1,204
students
5.5 hours
content
Sep 2024
last update
$44.99
regular price

What you will learn

Add a free trial of Monday CRM to your Work Management Package.

Master Monday Boards & Columns to Effectively Store Client Data and Communicate with Clients.

Use Automations to Increase Workflow Efficiency.

Use Third-Party Integrations to Customize your Monday System.

Instantly Generate Auto-Populated Documents such as Quotes and Contracts.

Effectively and Proffessionally Communicate with Prospective Clients by Using Workforms to Survey and Interact with Clients.

Visualize and Analyze Important Information using Charts.

Create Intuitive Sales Pipeline/Funnel Views and Workflows.

Manage User Access and Permissions

Perform Simple and Advanced Calculations in Monday CRM (Including Adding Excel Documents to your Boards)

Screenshots

Monday CRM - The Masterclass - Screenshot_01Monday CRM - The Masterclass - Screenshot_02Monday CRM - The Masterclass - Screenshot_03Monday CRM - The Masterclass - Screenshot_04
6205571
udemy ID
9/26/2024
course created date
10/22/2024
course indexed date
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