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Log Calls, Close Deals: Using monday CRM on the Mobile App
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Tutorials | monday.com - Log Calls, Close Deals: Using monday CRM on the Mobile App

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What you'll learn

This course includes

  • 4 hours of video
  • Certificate of completion
  • Access on mobile and TV

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Don't let your sales team be tied to a desk! Hey, it's Ross. In this quick guide, I show you how to master the monday CRM mobile app to keep your pipeline moving, no matter where you are. See how to log calls instantly, use speech-to-text for notes, customize your deal view for speed and clarity, and track your KPIs with the mobile dashboard widget. It’s time to stop missing a beat and start closing more deals on the move! 00:00 - Introduction 00:20 - Getting started 00:54 - Boards/customization 01:27 - Logging calls, emails, notes 02:07 - Communicate with your team 02:35 - Dashboards 03:03 - Outro

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