Monday.com Automation Setup & Training

详细信息

Monday.com Automation Setup & Training, Project goal
To effectively set up and automate stages in monday.com for a mortgage broker, enabling efficient update communication with clients, realtors, and lawyers.
Scope of work- Set up tailored stages in monday.com for mortgage processing.- Automate the stages to send update emails upon movement to a new stage.- Guide and train on setting up and automating stages within the platform.