Course Hive
Search

Welcome

Sign in or create your account

Continue with Google
or
monday CRM overview | monday.com tutorials
Play lesson

Tutorials | monday.com - monday CRM overview | monday.com tutorials

5.0 (0)
13 learners

What you'll learn

This course includes

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

Summary

Keywords

Full Transcript

Welcome to monday CRM — your all-in-one sales management platform. In this full tutorial, we’ll walk you through how to: -Customize your pipeline and track customer data -Import and manage leads with forms, CSV, and integrations -Use AI to generate discovery questions, draft emails, and summarize contact history -Automate email sequences, reminders, and follow-ups -Manage contacts, accounts, and deals with customizable boards -Create quotes and invoices in seconds -Connect tools like Zoom and Quickbooks for smoother workflows -Visualize KPIs and revenue growth on dashboards With built-in AI, monday CRM helps you automate repetitive work so you can focus on closing more deals, faster. 👉 Start organizing your leads and watch your pipeline grow today! monday.com 📌 Subscribe for more monday.com tutorials. Help center article: https://support.monday.com/hc/en-us/articles/4409464697618-Get-started-with-monday-CRM

Course Hive

Continue this lesson in the app

Install CourseHive on Android or iOS to keep learning while you move.

Related Courses

FAQs

Course Hive
Download CourseHive
Keep learning anywhere