There are some features which I don’t seem to have access to yet: Mainly the form opening when trying to add an item. I believe this is not configureable yet. Also in the video you are mass E-Mailing Opportunities directly from the opportunities board. In the current version this is not possible as only Boards with an E-Mail column can be selected for Mass E-Emailing.
I did not see anything that allows an incoming call or an incoming emaili to be saved direct to Monday without manually typing them or an automatic saving of ALL emails!
MONDAY can be good until you need support, is impossible to reach a person and they just re direct you to pre set up answers, ... Chat with an agent, set up at least 30 minutes to get connected
If you go to "help" and then chat, the ai bot will answer your questions and then eventually give you a rep to talk with. The reps are usually super quick once it transfers you to one
🎯 Key points for quick navigation:
00:18 *Sales CRM demonstration*
01:00 *Entity boards explained*
03:21 *Lead management methods*
07:18 *Email and activity management*
11:08 *Lead qualification process*
13:29 *Opportunity management tools*
15:32 *Pipeline and revenue views*
20:05 *Post-sales automations*
24:27 *CRM dashboard insights*
25:21 *Team performance tracking*
25:59 *Sales team leaderboard*
Made with HARPA AI
cool
How can I access this set up? I just signed up for 2 week free trial and none of this is set up this way...
There are some features which I don’t seem to have access to yet:
Mainly the form opening when trying to add an item. I believe this is not configureable yet.
Also in the video you are mass E-Mailing Opportunities directly from the opportunities board. In the current version this is not possible as only Boards with an E-Mail column can be selected for Mass E-Emailing.
I agree with you about "adding an item" does not provide a "pop-up" window. I see her's says "Beta". You would think she would point that out.
Go to the breadcrumb ... go to settings & 'enable item creation form'
15:00
"I'm still waiting to hear back from you :)"
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My ex must have used this program.
I did not see anything that allows an incoming call or an incoming emaili to be saved direct to Monday without manually typing them or an automatic saving of ALL emails!
Great Demo!
The company went public in June 2021 and is based in Tel Aviv, Israel.
MONDAY can be good until you need support, is impossible to reach a person and they just re direct you to pre set up answers, ... Chat with an agent, set up at least 30 minutes to get connected
If you go to "help" and then chat, the ai bot will answer your questions and then eventually give you a rep to talk with. The reps are usually super quick once it transfers you to one
Is this Israeli product?