A Crashcourse in Monday CRM

Get up and running quickly with Monday CRM

Created by: Darius Kruger
Engineering, Technology & Business

What Will I Learn?

• Sign up for Monday CRM & get your Free Pro Trial
• Navigate the System Efficiently and Effectively
• Create and Use Boards & Columns to Store Client Data
• Survey your Clients with Proffessional Workforms
• Visualize your Sales Pipeline with the Kanban View
• Basic Automations to Increase Efficiency
• The Basics of Third-Party Integrations and Automation
• Manage User Permissions and Access

Requirements

• All you need is internet access and a willingness to learn, we'll use a free Trial of Monday to get you going.

Target audience

• Anyone new to Monday CRM
• Employees & Team Members
• Business Owners considering using Monday CRM
• Sales People
• Anyone Considering using Monday in their Business or Workplace