Hey, great overview video. The part that is missing for me is the history. Where can you see the history of the activities for a client? That is a very key thing for CRM.
Good content (so far...i'm about 10 minutes in). This is a gentle criticism, but its something I always find baffling about so much of this kind of overview content on UA-cam... Why is it that overviews like this feel the need to trudge thru a very basic sign up process? If someone is watching this video, odds are *very high* that they're not going to need a signup & price process explained so...carefully. I'm here, for example, to get a basic understanding of Monday.com's CRM features. *I don't need to have 'how to sign up' explained to me, man.* Anybody who *needs* a basic sign up process explained is going to have bigger issues than learning how to use CRM, amirite? Again, I hope you take this in the spirit its intended...the video's great info. But after going through a few similar videos its like, geez...just kind of get to it, you know? Time is money, money is power, power is pizza, etc.. : ) Your stuff is great, this is just a momentary rant.
Thanks mate, Have you seen our updated video? Reason being is because the sign up allows us to explain certain elements before actually using the platform. This makes for a cleaner understanding when diving onto the demo.
![Lp. Сердце Вселенной #1 НАЧАЛО ПУТЕШЕСТВИЯ [Новый сезон] • Майнкрафт](http://i.ytimg.com/vi/380Q7gLWGvk/mqdefault.jpg)
Hey team! I have added an updated Monday CRM tutorial for 2022 in the video description above.
Nice Job!! One of the simplest to follow!!!
Glad you liked it!
Hey, great overview video. The part that is missing for me is the history. Where can you see the history of the activities for a client? That is a very key thing for CRM.
Hi Sean,
If you select the contact you can navigate through all the information/activity. Cheers!
Thank you. Good information for new guys.
Glad it was helpful!
This is an overview of Monday CRM features, not necessarily a ‘how to create a CRM process, or funnel’ which is what I was looking for.
Hi mate! Sorry to hear. Will make sure to release a more in-depth walk through in the near future.
Great video thanks man ! Well understood
Glad you liked it!
Thanks!
No problem!
Game! Have a shot every time you hear the acronym CRM! BTW, nice tutorial video!
Haha good idea. Cheers mate.
EXCELLENT thank you so much!
You're very welcome!
thanks, alot@stewart Gauld, am enthralled
You are welcome mate!
Is there an option to use any of the paid options as a single user paying $8/mo ? Or do they force you to choose a minimum of 3 people?
Yes you can. You do not need the required number of user to use the premium plans.
is it possible to add notes, comments, log contact attempts for each lead?
Hey Merv,
Yes you can do all that with each contact.
Is there a way to get in-touch with you for more specific questions/consulting?
Hey mate!
Sure is. Looks like you booked a consultation with me. Looking forward to chatting next week!
Did they add a free plan since this video?
Hey mate,
Yes they did.
@@StewartGauld hey is there a lot of limitations to the free plan? or is it just that only one person has access to it
Can the members add their activities daily
They sure can mate
Can I upload existing sales lead from my excel?
You sure can mate!
Are you able in to intergrate information from another CRM if we want to transfer over?
Hey Heather,
Yes there are a few ways you can do this. Through an integration or upload a file like csv file.
Great video pretty useful however your mouse is very loud and annoying.
Thanks for that. Appreciate the feedback.
Name the video correctly - waste of time
What is that? What was your issue?
Good content (so far...i'm about 10 minutes in). This is a gentle criticism, but its something I always find baffling about so much of this kind of overview content on UA-cam...
Why is it that overviews like this feel the need to trudge thru a very basic sign up process? If someone is watching this video, odds are *very high* that they're not going to need a signup & price process explained so...carefully. I'm here, for example, to get a basic understanding of Monday.com's CRM features. *I don't need to have 'how to sign up' explained to me, man.* Anybody who *needs* a basic sign up process explained is going to have bigger issues than learning how to use CRM, amirite?
Again, I hope you take this in the spirit its intended...the video's great info. But after going through a few similar videos its like, geez...just kind of get to it, you know? Time is money, money is power, power is pizza, etc.. : ) Your stuff is great, this is just a momentary rant.
Thanks mate,
Have you seen our updated video? Reason being is because the sign up allows us to explain certain elements before actually using the platform. This makes for a cleaner understanding when diving onto the demo.
Thanks!
No problem!