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...

Great Demo!

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!

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.

@scottfredericksen6533

2 ай бұрын

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.

@adinero50

Ай бұрын

Go to the breadcrumb ... go to settings & 'enable item creation form'

15:00 "I'm still waiting to hear back from you :)" --- My ex must have used this program.

🎯 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

Is this Israeli product?