A Crashcourse in Monday CRM

What you’ll 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.

Description:
Here’s a course description for your Monday CRM Crash Course:Jumpstart Your Monday CRM Journey in No Time!Are you new to Monday CRM and eager to learn how to manage your client relationships effectively? This Monday CRM Crash Course will equip you with the foundational knowledge and skills to start using Monday CRM quickly and efficiently.In this course, you’ll follow a project-based approach, covering the essential tools and features that will help you manage your sales pipeline, client relationships, and communication. Whether you’re a team member or a manager, this course ensures you’re ready to take full advantage of Monday CRM for your business or workplace.What You’ll Learn:How to sign up and set up your Monday CRM account.Navigating and managing boards specifically designed for CRM workflows.Setting up and customizing columns to track sales leads, clients, and deals.Creating basic CRM automations to streamline follow-ups and communications.Integrating key third-party tools to enhance CRM functionality.Using Gantt charts to manage timelines and track client projects.Exporting and importing data to and from Monday.This crash course covers all the core features you need to get started, making it perfect for beginners or anyone looking for a straightforward, easy-to-follow introduction to Monday CRM. If you’re looking for a quick overview to kick off your CRM system, this course is the ideal choice!MasterClass vs. Crash-Course: Which One Fits Your Needs?Both my MasterClass and Crash-Course provide a solid foundation in Monday CRM, but if you’re looking for a more in-depth understanding, the MasterClass offers additional insights and advanced techniques to help you fully master the system.Here’s how the two courses differ:Comprehensive Column and View Types: In the MasterClass, you’ll explore a broader range of column types and view configurations, giving you deeper control over your CRM customization.Excel Import/Export: If you plan to work with data beyond Monday CRM, the MasterClass walks you through detailed steps for importing and exporting boards and items using Excel—ideal for those handling large datasets.Advanced Automation: The MasterClass includes extended examples in automations, providing more complex, real-world scenarios to streamline your workflow.Deeper Integrations: You’ll learn to integrate third-party tools on a deeper level, with exclusive content on automatic document generation and population, reserved solely for the MasterClass.Which Course is Right for You?If you’re looking for a quick, practical overview of Monday CRM, the Crash-Course is perfect to get you up and running.But if you’re ready to take a deep dive into more advanced features, need more comprehensive automation and integration examples, or plan to manage more complex projects, the MasterClass is the right choice.Whether you choose the MasterClass or the Crash-Course, you’ll gain the tools and skills to master Monday CRM. The choice depends on how deep you want to go!

Who this course is for:
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