We will get right to it because I have prepared a little bit of questions and answers for us here. So, as you can see on my screen now, there are ten questions which were the very top questions back in February, at least, regarding the monday.com CRM. And, today we're going to focus on question two, four, six, eight and ten. For the next webinar, I'm going to focus on question one, three, five, seven and nine. So, let's get started. Unless there are any questions right now or anything, then you can just write in the chat. I see that Lisa asked when the webinar was scheduled to start. And of course, Lisa, thank you for being here. We were scheduled to start eight minutes ago, but we started two minutes ago. All right. So let's start with the first one. So as you can see, it's just a link, but I'm gonna copy that and put it in the browser so we can see what the question is about. All right. Generate report with monday.com was the question. And as you can see it's tied with monday.com sales CRM. And it was one of the top questions back in March. Hello monday.com users looking for generate a weekly report with a task my employees created in the CRM that we assume, any tips could be super helpful. We can see that someone has answered that maybe you want to have an automation automatically creating stuff in a certain board. Then someone tried to actually sell something to that person. Let's skip that. Anyway. I have prepared for today. Let's zoom in a little bit to make it easier for everyone to view it. A CRM that is basically just the template that you can find if you have the CRM product, you go to the CRM, you go to template and there you find it. So I have created that so that we can play around with that together today and of course there are many ways to put tasks into a CRM. For example, you might have that you put activities here in the email & activities. But I'm going to assume, since all the activities are put anyway, into a board called activities, then I assumed that was not what the user meant. I think that the user meant the task that you could put as sub items in here. We see that the templates come with three examples: Reach out to Madison, and task two and task three. I actually prefer to do my task management in here. Such as, yeah let's schedule a task like that. But for those of you who actually use items or submit them as tasks, then we can have a look at making it as nice as possible. So, the actual question was: You want to have a weekly report with a task that the employee created. So let's go for first tracking the creation date. We can do that quite easily with a column for creation log called creation Log, which gives us the user and the date. That the Individual row was created. I'm going to go to the settings of that one and change it only to the date. And that way we can see when something was created. Now we want to have an overview of, all the tasks that my employees created. So then I want to create a blank view. And I'm going to call it last week's tasks. In here I'll just add first add a chart widget Saying how many of something was created? So let's go for Creation log by month. Count items and we can see that that was three. Oh, actually, we wanted to have it by week. We can see that. Let's go for week. We can see that there were three tasks created on this week. So number of tasks per week. So this is quite a good high level overview. If you want to dig into the actual table of the tasks, then click here and it will bring up a table of the data that is showing. Which is quite nice. Another way to have it always visualized would be to create a table widget. And let's call it last week's tasks. And then we can filter that one to say that if the creation log date Is in the last one weeks. And it will show in here. For now it will show these three tasks. Okay. So that will visualize that quite nicely and that's without any automation that these other users suggested, I mean, I guess you could do that, but, in my opinion, it's a little overkill to create a new board where you're adding even more duplicate items, because then you want to sync in between and have a lot of mirror columns. I mean, this would be much easier. Of course, for those of you who are advanced users, then you probably know also that this board view could actually be a dashboard instead, and then it could be private for whoever needs to view it. Right. Any questions on this first question? The second highest ranked question regarding the monday.com CRM. Okay? Not really. It seems. Good. So let's go on for the next one. And any time you have any questions, then please let me know in the chat. You have a speaker chat in the webinar. Great. let's switch to question number four. Hi. I'm setting up the email activity feature on my item card to be able to send emails and review reply from clients. The feature is working great for sending and showing if the email has been seen. However, when my client replies on that same thread the replies are not showing up on the widget. This is actually a common problem that some people have. That is usually, and actually I see now that is what Bianca is saying, that usually has to do with the settings. So if we have a look inside monday.com, let's close the tasks, and we open up a deal. In here, we have the emails and activities, and we can go to the settings. So for the settings, we can say that we want to automatically log all outgoing emails from Gmail or Outlook into email activities, or only those that are bcc:ed into a certain address. And of course, we want to go with all of them. Because then once we get an email to an email column that is associated with this deal, then we get the full kind of history on that one. So that's quite common that you missed to flip that switch. And I think that Bianca does a great job in showing how you should do this. And they also have more of a, they also have a more of a discussion down here. So if you want some extra insights, then feel free to go to the community center on monday.com, which is community.monday.com. And in there you can click on search. And well, it's not showing very well at this point, but you can click on search and just search for emails and activities feature not showing client replies and see the full discussion. And that, of course, applies to all the questions that I bring up. But yeah, very good question from Paul. Very good answer from Bianca. I think most of us, when we started with emails and activities on monday.com, then we had a bit of issue to set it up in a way that we want it. And, sinces this is the fourth highest ranked question, then it's quite good to actually know how to fix it. Great. Let's move on. So we have the sixth most highest ranked question. Let's go to that. Follow that link. So I'm new to monday.com, I loaded up the CRM app and I added the emails and activities again to my board. I liked the interface in monday.com generally, but there are some issues that are just killing me. Since I'm new, I'm wondering if I just misconfigure things. Here's my primary issue. I want to be able to send emails either on my email client or in monday.com and have it reflected everywhere. And actually that is the same issue that Bianca answered very nicely in the last question. So I'm going to skip that one. Let's see what else that Stephen here is talking about. If I get an email from a client, I want to be able to reply in my email client and have monday.com see these and add it to the activities list so that others or me can see the trail and that what we just discussed with the setting. It also looks like there is only a single email allowed in the email field on the deals table. Let's see the deals table. Click on new email. Let's stop sharing my screen for a bit, and I will actually go into, somewhere where I have connected my email. So let's see. Because you can only be connected in one account at a time. And so far today, I have only been looking in the Omnitas demo account. Now I will go to the actual account and our real CRM and bring up something that is okay to show the wider audience, and see what we can do. So let's open up a new email. And very soon I will also show on my screen what I'm doing here. There we go. Okay. Let me share my screen again. Great. So in the two field I actually get suggestions through multiple people. So I will try Fredrik and Yazan, and we can see directly that actually you can write multiple people at the same time. So I think that it was maybe an issue that Stephen had in February 2023, but now it's working. Next after I read an email that dealt with it. I don't want to see that there is still a highlight of messages next to a deal. That's about seven days. And that is an interesting one, actually. So what it says is that he gets a icon here saying that it's blue and a one or something, that he has a new email, but that should only be for the update. But anyway, if you only want to have that, you dealt with it. So let's say that you are sent it. You can work with the integrations in emails and activities. So if you go into your code here, you can click on Automate Workflows that will take you to the Integration Center for emails and activities. In here once it's loaded. We have when an incoming email received from email column. Actually not stop tracking. I want to have Set status to something. Then we can set a status column with a tag saying you received a reply. And once you've dealt with it, you can either have an automation saying that when you reply to an email or change it back, or you can just manually change it to I dealt with it because it might be that you don't want to reply, you just want to say that. Let's say that you want to create a new task. Then you done that. You flip the switch again back to dealt with so that you actually go from looking at this one to a new column. Let's create that one together. So let's have this one. Let's delete this one. And this one as new email. Let's go with blue. And if it's green and dealt with, if I can have it automatically with the automation showed earlier showing new email here. Actually let's make it another color so it's less. There we go a new email. And once I'm finished dealing with that email I have to flip it to dealt with and that of course I can do also from here. So if it is it's already a new email, I can say that, okay, I dealt with it. Now next thing click here. Oh okay. Yeah. The other one I dealt with as well. Next thing are I dealt with this one as well. And so on and so forth. Quite nice workflow actually. I like to do it that way. As you could see, it's easy to flip between the deals here with the arrows on top. Super nice feature. So it all ties together quite nicely. Okay, let's see what Stephen writes next. I cannot send the email or anything else from as long as it has the powered by monday.com branding. How embarrassing it is to have that on right now. It doesn't work. Okay. Tthat is the last thing that Stephen rolled up. So it's a three part question, but still, I'm gonna just. present it as one question then. If you go to the settings here and you go to the bottom somewhere. Email branding. If you have an enterprise account. Pro account actually, a pro plan and above. Then you can switch this off. And you won't have that problem. Simple as that is the setting. That said, when you're new to monday.com, you can't find all the settings. So it's super useful to ask the very nice community in monday.com or, you know, webinar like this, and then you get an answer, alright. So that was question number six. Two more questions to go. First we have. Question about. Gmail contact CRM. Hello. I'm looking for an efficient way to add contacts or contact board on my monday.com CRM. The scenario is I add I guess a new contact as a client sends me an email on my Google Workspace Gmail client. So here. So she received an email from someone who is not in the contact register. I want to immediately add the person in the contact board. So that would be this board. Currently using some kind of plugin for $19 per user per month. That's a bit steep. I kind of agree. And, so then the nice community member, Bianca, I actually don't know this person, but I kind of like her. If I can find that she, provides a good answer to a top rated question. So create contact at automatically option on. So let's see what do you mean by that, Bianca. So she gave us a link to support that monday.com super useful website. I use it all the time, even though I work with monday.com every day. Or rather because I do it because I need to look up functionality. So, email. So how it works. If you go to the email, I think that the settings you have don't have to create the contact for a new lead partner client. Again, let monday.com do the work for you. So you go to the settings the gear icon up in the email activity. So let's click here and then we pretend that we weren't on gear icon. So we click on the gear icon. Then we go to Email account setup and Privacy. Well, I haven't put my own email address here, so I don't think I can go there. Let's see. And then it's, log outgoing emails. Automatically log all outgoing emails. Well, they have changed the settings page. -I'm actually going to zoom in here a little bit, I can't see myself even, okay. Email accounts. Okay. It might be that I need to go back to, my where I've connected my email. So I'm going to stop the screen for a second. There we go. And in here I'm going to go to the settings. My account. There we go. Okay. I'm going to share my screen again so you can see what I'm doing here. I was right that I needed to be logged in to properly view it. I'm in the settings. I have in my account, my own email, and if I click on the three dots here, I can click on automatic contact creation. Create the contact when it's in an email to someone. Create it in contacts. And put the email in the email column and click save. There we go. Simple as that. I'm actually going to keep that on for our own internal CRM. I kind of like that. I'll stop screen sharing for that. Great. So super useful feature. You can basically sync contacts into your CRM automatically. So another great question with a good answer. thank you for staying even though we were late. And, if you have any questions, feel free to write in the chat or just write an email to me. You have the email, I think, in the meeting invite. Or you can just contact me at Viggo@omnitas.com and I will do my best to help. All right. Thank you very much.