✅ Claim your FREE Monday account here (or the 14-day free trial of a premium plan) ➜
https://mondaycom.grsm.io/stewartgaul...

*(I'm an affiliate with Monday, meaning we will get a commission if you buy through them at no extra cost to you. This helps support our channel so I thank you in advance!)

In this Monday tutorial, I share how you can get started with project management as well as CRM activities through Monday’s all-in-one productivity platform.

Monday is now a leading all-in-one project management and CRM software due to Monday’s simplicity and visually pleasing user interface.

This powerful platform now offers a generous free plan for up to 2 seats, allowing freelancers and small businesses the opportunity to get started with project management and CRM activities for free.

If you're interested in reading our full article on how to get started with Monday, you can do so here: https://stewartgauld.com/how-to-use-m...

► Here is the Monday CRM tutorial for beginners we mentioned in this video:
   • How to use Monday.com as a CRM | CRM ...  

► Watch my updated Monday tutorial from 2024 here:
   • Ultimate Monday.com Tutorial for Begi...  

► Watch how you can use Monday for product management in 2024:
   • Monday.com Product Management Tutoria...  

► Today we cover the following chapters in this Monday tutorial:

0:00 Intro
01:20 Getting started
01:54 Pricing
03:34 Monday Dashboard
03:56 Workspaces
04:50 Create folders
05:51 Create a board
07:44 Create groups
09:00 Add items (tasks)
09:44 Columns
11:59 Add sub-items
12:23 Project views
13:10 Automate
14:44 CRM Capabilities
18:17 Outro

► Are you interested in joining our small business community?
Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: https://mailchi.mp/71ac3fcdbfdf/stewa...

Let me know if you found this Monday tutorial helpful. Also, if you require any help or support, make sure to get in touch with us today.

Thanks for watching and enjoy!

#monday #crm #projectmanagement