monday Sales CRM Deep Dive - Ch 2 'Contacts management and Board connections' | monday.com webinars
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- Опубліковано 26 сер 2024
- In this chapter, we deep-dive into how to optimize contacts management and the connections between the different boards.
I wish someone from Monday would show how to set things up from beginning to end. These videos where things are already set up and then just *magically* work is ridiculous. Setting this automation up from scratch is next to impossible. Notice that by the time they get into the automations in this video, they already have the boards connected and working perfectly.
Exactly
Most infuriating software I've ever used
@@shanerobinson7803 Actually Saleforce was a million times worse, but yeah this sucks. I've been paying for it for a year and don't have it fully functional. It's ridiculous to sell this and setting it up is a nightmare.
Hi. When I create the automation, there is no option for me to choose "Company" item on Contact. Why is this happening
How can I add those small icons of a $ sign under the deals (connected board) column, or a building icon under the accounts (connected board) column?
I'm still confused
In Contacts, what kind of of column Accounts is? I have what it seems to be the same setting but on the automation can't seem to see mirrored columns. In my case, Account column in Contacts group is a connected board.
Hey there! The Accounts column is a Mirror Column but the original "Accounts" column in the other board being linked here is likely a Status Column. Mirrored Status Columns can be used in a variety of automation recipes! Check out the possibilities here: support.monday.com/hc/en-us/articles/4457866126610-Which-automation-recipes-support-mirrored-columns-as-a-trigger-
If you need help setting this up, feel free to send us a DM on any of our social media platforms!
@@mondaydotcom I'm sorry but I don't believe that Accounts or Contacts is a Status column. Nothing indicates that. Can you please confirm the column Accounts in Contacts is? Thank you!
Are you referring to the first column (the item name column) from the "Accounts" board being linked to the Mirror Column in the "Contacts" board? If so, this is regular item column where you type in a new item name. It is just being linked in the Contacts board so you can see which contacts belong to which accounts.
We hope this helps clarify! If not, please send us a DM on any of our social media pages so we can talk further!
Yeah this is a half ass explanation I followed step bgy step and got everything working except the contacts wont associate in the accounts board.
I'm having this problem... as well