Nick, you do great videos on Monday. Question; we have licenses in both Monday Work Management, and "what has been", an added aspect, for CRM licenses. I see now that emails and activities got "killed off" after having been a component of Work Management (project management). Have you run into friction with this? Monday is telling me I have to move everything to "CRM" to have email functionality, and what had been notes / updates functionality, on our project management licenses. Do you have any thoughts or advice on that subject? It seems they are just trying to push everyone to just be on CRM, though oddly it seems that is a module "after", on top of, project management as a license.
Great question Frank! Had a lot of issues with this, I suspect the division of features will continue over the coming months. Project management tools such as the Gantt chart / workload management being exclusively on the Work Management licenses, and email / reporting for Sales CRM. In the short term we recommend migrating over from Work Management to Sales CRM which is very easy to do, until the division of features means you will have to purchase both licenses. A very ‘strategic’ financial move by Monday.com.
This was very helpfull thank you!
Great Video !
Awesome video Nick! Thank you as this feature of Monday was not covered in Lessonly in depth like this, so this was super helpful!
Nick, you do great videos on Monday. Question; we have licenses in both Monday Work Management, and "what has been", an added aspect, for CRM licenses. I see now that emails and activities got "killed off" after having been a component of Work Management (project management). Have you run into friction with this? Monday is telling me I have to move everything to "CRM" to have email functionality, and what had been notes / updates functionality, on our project management licenses. Do you have any thoughts or advice on that subject? It seems they are just trying to push everyone to just be on CRM, though oddly it seems that is a module "after", on top of, project management as a license.
Great question Frank! Had a lot of issues with this, I suspect the division of features will continue over the coming months. Project management tools such as the Gantt chart / workload management being exclusively on the Work Management licenses, and email / reporting for Sales CRM. In the short term we recommend migrating over from Work Management to Sales CRM which is very easy to do, until the division of features means you will have to purchase both licenses. A very ‘strategic’ financial move by Monday.com.