Nick 'Boardman' lol 😆 Happy coincidence?

Great insights, Nick! Love the breakdown of essential CRM automations. One automation we've implemented for clients involves setting up an automated onboarding sequence. Once a lead is marked as a new client, our system sends out a welcome email, creates a ClickUp task for the team, and triggers a series of follow-up emails to ensure a smooth onboarding process. It’s all about enhancing efficiency while maintaining a personal touch!

Totally brilliant, Nick! Double Plus AA Good!

Awesome video Nick! Thank you as this feature of Monday was not covered in Lessonly in depth like this, so this was super helpful!

Why is it limited to sending 500 emails at a time? Thats very limiting.

Thank you! This was great information and exactly what I was looking for!

So every time I want to automate an email sending out a feedback form to a client once the project is done, I might as well send it out by myself without automation as I have to edit the automation every time for a new client

Excellent vid

Спс за инфу - пойду спать...

Wehre is the street address?

I appreciated how you used examples to illustrate key points about Salesforce CRM. It helped me understand how businesses apply it in real-world scenarios. Thank you for making it easy to follow.

Very assertive explanations, thanks a lot!

Thank you so much for making this video you are so easy to understand and hopefully your videos will open more job opportunities for me and my friends you are awesome!!!

How can I implement a square payment request in a Zoho CRM invoice?

When I try to activate the deactivated stage, it doesn't show up in my opportunity stage list. Got any ideas on how to fix this?

Print is not an option that shows up. Is it a paid only feature?

NICE VIDEO AND VERY COMPREHENSIVE

Can't find the group for answers option

Amazing video!!!! Thank you

Great presentation Nick. How do you build your dashboard with the saved reports you have created?

Thank you so much. Can you make a video showing how to connect different pipelines like email, chatbot, facebook etc. to those case section, and assign those cases to get resolved by different Support person etc. Thanks.

Thank you so much. 💕💕💕💕

Say we have some fieldworkers entering daily progress reports and each day once they enter their data I would like to send their corresponding update for that day to an external clients (so multiple external email addresses ) Is that possible? Right now we’re having to manually extract the board and then send an email with the update.

Hi Nick, love the videos very helpful. What about in the case where the lead source may effect the likelihood of conversion, for example a new client verses a past client we've worked with previously? How might we factor that into the formula or forecasting structure?

This video was excellent for a Salesforce beginner like me. Nick is a great instructor! I would definitely recommend this video to others. Well done!👏👏

Hi Nick! How would I get the data of all existing customer in salesforce and export it to excel file?

Hey Nick, is it possible to re-open a case and work order? I accidentally closed a few cases and work order by mistake and have really screwed things up for my colleagues. Thanks

But i want the next email will be sent by replying previous email, can monday do that?

Thank you, from a new data entry gal!

the appexchange solution is available for Professional editions

Can anyone tell me if it is possible to save an email message in a cell? I have tried in the file cell but it doesn't save in a way that if you click on it you see the email....thank you!

How did you get to the Edit Filter Logic?

Thanks from 1000s of salesmen dude . Thanks so much

Hey Nick- thanks for the video! I am curious what happens when you modify your pipeline when you have existing deals with the previous default stages. Do they update or do some stay with the old pipeline and changes only apply to any newly created deals? Thanks!

Great demo for beginners!

Very useful. Thank you sir.

I’m a beginner. This gave me a clear insight to what i am embarking on.

35:50 Recap

Hi Nick, Thanks for this tuto. Under the option Global Action , why don't we see the action "create new account"? Thanks for your reply. BR

This is so helpful and explanatory, thank you so much

Thanks for sharing. Need to do this for a client next week, much appreciated 👍

How can I recover the files? I can only recover the name of the tasks, but not the entire status, documents, links.. Do you think you can help me with? Thanks.

The heck is wrong with this guy's eyebrows?

Loved this video Nick it was very informative and it will help me get going quickly.

Thanks for this Nick. Quick question, our leads are auto dealers and some dealers have multiple dealers. So the lead is one contact, but in a sense we can have up to 3-4 Dealers. Would you make each dealer a separate deal? Each dealer would then become an Account. Any input would be appreciated.

Incredibly helpful, Nick! Thank you.

Hi Nick, I need a manual followup with out automation formation in the same board thread!

is there a way to generate tables for a powerpoint for sales force?

Applying for an executive assistant position and it said I needed to be familiar with sales force. I actually think after watching this and the one for generating reports I just need to click around in SF for a couple of hours and i’ll be good for my interview

This is educative 🎉