Monday Sales CRM: A Beginner's Guide to Managing Leads, Contacts, and Deals

Monday Sales CRM: A Beginner's Guide to Managing Leads, Contacts, and Deals

Kevin Stratvert via YouTube Direct link

Introduction

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1 of 18

Introduction

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Classroom Contents

Monday Sales CRM: A Beginner's Guide to Managing Leads, Contacts, and Deals

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  1. 1 Introduction
  2. 2 Get Monday sales CRM
  3. 3 Home screen
  4. 4 Leads board
  5. 5 Add leads with forms
  6. 6 Connect email
  7. 7 Email lead
  8. 8 Qualify lead
  9. 9 Mass mail
  10. 10 Contacts board
  11. 11 Deals board
  12. 12 Board views & widgets
  13. 13 Board relationships
  14. 14 Activities
  15. 15 Automations & recipes
  16. 16 Invoices
  17. 17 Sales dashboard
  18. 18 Wrap up

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