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monday sales CRM overview (enterprise) | monday.com tutorials

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monday sales CRM overview (enterprise) | monday.com tutorials

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From gathering leads, to closing deals, to managing post sales processes, monday CRM for enterprise gives you complete control over your sales organization!

Dan shows you how to manage each aspect of monday CRM for enterprise so you can hit the ground running and start closing deals!

00:00 – Introduction
00:15 – Overview
00:33 – Lead management
01:10 – Time saving automations
01:37 – Contacts and accounts
02:00 – Opportunities
02:19 – Post sales tools
02:40 – Item card
02:53 – Emails and activities
03:39 – Quotes and invoices
03:48 – Track KPIs with dashboards
04:11 – Endless possibilities

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