Phoenix - Your AI AssistantMonday.com Automation Setup & Training
- Posted:
- Proposals: 14
- Remote
- #4291748
- Expired
Bhakkar 
Description
Experience Level: Entry
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.
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.
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