Відео

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🐅🐅🐅🐅🐅🐅🐅🐅

www.omnitas.com/how-omnitas-helped-billing-finance-transform-their-sales-process/

www.omnitas.com/our-solutions/crm/

www.omnitas.com/our-solutions/crm/

www.omnitas.com/our-solutions/crm/

www.omnitas.com/our-solutions/crm/

Thank you!

Thank you!

What if you want your employee to show up in a column on the Master Board ie Items in the employee board match the Items in the Master Board? Your genius method of selecting all in the employee board doesn't work, since clicking on the Connect Board columns will only let you select 1 item :(

Is there a way to group items by month; so i want to group all the items that were created on May then an other group on items created in June and so for?

"Promo SM"

Great work! clean tight to the point 5 star ! Loved the match automation thats a game changer ... thank you Aaron

Very interesting

Hey great video! But as a suggestion try to make smaller your cameras and bigger the screen, I couldn't see lot of things... But keep it up great content!

Super useful. Thanks. Pls do more of these, like the short and succinct concept.

You talk about an automation called auto connect. I cannot find that. Is it one of your custom ones?

How do i automate the date for a sub-item?

☀️ 'PromoSM'

Short and sweet, thank you!

if only the mirror could filter OUT completed items. it's useless for us because though you can sort it, it only allows for a 'earliest to latest', or 'earliest' or 'latest' but doesn't care what's completed or not, so it's always useless.

❤

The only problem, in my opinion is that most sass companies require you to be on enterprise plans in order to get API access. This makes it costly for smaller companies (I’m currently experiencing this with Monday and pandadoc)

Such a cool video you guys rock!

So helpful! An excellent walkthrough

Thank you. Is it possible to populate this column with dates of items already created?

Good explanation!

Sorry but this does not provide any added value. You dont actually show how to create a webhook.

Very helpful. Thank you

Is it possible to create subitems inside subitems? @OmnitasConsulting

toppen - Tack. Bra info.

Perfect!! Exactly what I needed!

yeah, after this I might go to Zapier. Thanks guys!

Gracias bebé

How would one map a parent item column to a subitem column? Specifically I am trying to map a connect boards column on the parent item to a connect boards column in all of its subitems (so that the subitems are connected to the same board as the parent). When I try to map to the subitem connection column, I cannot find it in the "Column Values to Change" list.

💕 Promo sm

A major step is missing. When you click Connect the first time, you have to verify the URL by sending back a challenge. No documentation how to do that. Having a hard time doing this, so nothing else works.

Great Video, But the problem I'm having is that when a new customer is created In items, the subitems do not. How do I over come this

Thanks a lot! I was struggling to find a way to do that

Quick videos for quick questions. This is the way. Love it

Amazing, thank you very much !

Thanks for the video! Can you color code columns (blocking columns visually)?

Hello, thanks so much for a brilliant video! I have followed all the steps and I am almost completely set up with this. I have one problem however. Once the customer sends in a ticket, it is created on our system, we send a response and the customer receives it. If the customer responds to the email they receive from us regarding their request, how do I set this to appear in the conversation flow (when you click the blue speech bubble)? Please let me know Thanks

well explained. Good process for the overall CRM. Do you guys like Zoho, JobNimbus, Monday, or other for a sales pipeline in a construction business?

Thank you!

Thanks for this guys! =) I've been struggling with the GraphQL. This helped me understand and use it for the first time.

Formula with multiple mirrored values not work yet 😕

When setting the period to reoccur every 2 or so weeks, when does that start from? the day you set it?

Thanks, great job! a wonderful presentation that helped me tremendously. I have Constant Contact; what USA platform would you recommend?

It was incredibly frustrating to try to follow along with this only to discover none of the ID or column options were available to me in Make. But I cant figure out how he got those IDs because they were all pre-populated and never addressed.