Monday.com CRM 操作教學

Monday.com CRM System Guide

Vivid Gaming & Ideal Gaming　
CRM 五大看板使用規範與連動邏輯

Vivid Gaming & Ideal Gaming　
CRM Board Usage & Workflow Logic

逐步操作指南

Step-by-Step Guide

我的角色是？

What's my role?

流程圖

Client Flow

一個客戶從建檔到上線會橫跨五個看板（下圖每一欄＝一個看板）。
圖中含洽談、法務審核的判斷與退件迴圈，以及按下 Kickoff 時同步啟用的 Integration 流程。

A client spans five boards from creation to go-live (each column below is one board).
The diagram includes the deal and legal-review decisions with their rework loops, plus the Integration track that starts in parallel at Kickoff.

※ 個案：客戶尚未確認 Deal 前，可先在 Leads & Deals 執行 NDA。

※ Edge case: the NDA can be run in Leads & Deals before the Deal is confirmed.

如何找到我的工作

How to Find My Work

我的工作不一定會直接出現在左側選單，通常要先點左側的「更多」展開才看得到。
很多人找不到，就是因為沒有展開「更多」。

“My Work” may not appear directly in the left menu — usually you must first click “More (⋯)” on the left to reveal it. Most people who can’t find it simply haven’t expanded “More”.

1. 在左側選單點「更多」展開。In the left menu, click “More (⋯)” to expand it.
2. 選「我的工作」。建議在它上面按右鍵釘選 / 加到最愛，下次就能直接一鍵點開。Pick “My Work”. Tip: right-click to pin / favorite it so it’s one click next time.

它不屬於任何單一看板，是專屬於你個人的彙整頁——每個人看到的內容都不一樣（只會是自己的工作）。

It doesn’t belong to any single board — it’s your personal aggregated view, so everyone sees only their own work.

※ 此為示意圖，客戶名稱皆為範例；完成的項目預設不會出現在清單中，讓你專注在還沒做完的事。

※ Illustrative preview — client names are examples; completed items are hidden by default so you can focus on what’s still open.

為什麼要用它

Why use it

• 一頁看完你在五個看板上所有被指派的工作，不用逐一打開看板。
• 可依個人檢視習慣，至右上角變更模式進行分組。
• 可直接在這裡更新狀態、點進該項目，省去切換看板的時間。
• 只顯示你自己的工作，不會被別人的項目干擾。

• See all your assigned work across the five boards on one page — no need to open each board.
• Can be grouped by your personal viewing preference, accessible via the top-right corner.
• Update statuses or jump into an item right from here, without switching boards.
• Shows only your own work — you won’t be distracted by other people’s items.

看板操作權限

Board Editing Rights

系統與權限管理

System & Access

看板操作之外，Monday 的系統設定、自動化與權限開通由以下團隊負責：

Beyond board editing, Monday's system setup, automations, and access provisioning are handled by:

新增客戶

Add a New Client

1. 前往 📋 Profile 看板，點擊左上角的 + New Client 按鈕，建立新的客戶列
   Go to the 📋 Profile board and click + New Client at the top left to create a new client row
2. Client 必填
   填入客戶的公司全名
   Client Required
   Full legal company name of the client
3. Jurisdiction
   管轄地國碼，如 MT、TW、CW（請參考 ISO 3166-1 alpha-2）
   Jurisdiction
   Legal jurisdiction code, e.g. MT, TW, CW (see ISO 3166-1 alpha-2)
4. Markets
   客戶實際營運的市場地區
   Markets
   Markets where the client actually operates
5. Route 必填
   決定整合的技術路徑，會影響後續所有流程：

   Direct — 正串，對方負責串

   Reverse — 反串，我方負責串

   Via — 透過某間廠商串接，需另外填入 Via 欄位，以利後續整合進度追蹤
   Route Required
   Determines the integration path and affects all downstream flows:

   Direct — the partner handles the integration

   Reverse — we handle the integration

   Via — integrate through a vendor; also fill the Via field for downstream integration tracking
6. Via Route = Via 時必填
   串接廠商名稱，以利後續整合進度追蹤
   Via Required when Route = Via
   Name of the vendor being integrated through, for downstream tracking
7. Is Aggregator 必填
   客戶是否為 Aggregator？選 YES / NO
   Is Aggregator Required
   Is the client an Aggregator? Select YES / NO
8. Is Operator 必填
   客戶是否為 Operator？選 YES / NO
   Is Operator Required
   Is the client an Operator? Select YES / NO
9. Number of Operator
   填入串接廠商的數字
   Number of Operator
   The count of vendors being integrated
10. 選填欄位（依實際情況）

    Comments 備註、客戶背景說明

    Action Points 待辦／後續行動事項

    Latest Update 最新進度說明
    Optional fields (as applicable)

    Comments Notes or client background

    Action Points To-dos / follow-up actions

    Latest Update Latest status update
11. 完成以上十點，即完成客戶的建立。✅
    Complete the 10 points above to finish creating the client. ✅

開始洽談客戶（觸發 Lead）

Start a Deal (Trigger Lead)

當確認要開始與某客戶洽談時，依 Studio 點選右側對應按鈕：

When ready to start engaging with a client, click the appropriate button based on Studio:

Add VVD Lead

開啟 VVD Studio 的洽談

Start a VVD Studio deal

Add IDG Lead

開啟 IDG Studio 的洽談

Start an IDG Studio deal

Add Both Lead

同時開啟兩個 Studio 的洽談

Start deals for both Studios

點選後，以下資料將自動連動至 Leads & Deals：

After clicking, the following fields auto-sync to Leads & Deals:

填寫欄位

Fill in Fields

Client、CID、Route、Via、Studio 等欄位由 Profile 自動連動（紅色欄位，不可在此編輯）。
BD team / AM team 需在此補填以下欄位：

Client, CID, Route, Via and Studio are synced from Profile (red columns, not editable here).
BD team / AM team fills in the following fields:

1. Priority 必填
   決定跟進優先順序，並同步至 Legal WIP for Legal 與 Integration WIP：
   Immediate / Urgent / High / Normal / Low
   Priority Required
   Sets follow-up priority; syncs to Legal WIP for Legal & Integration WIP:
   Immediate / Urgent / High / Normal / Low
2. Agreement Type
   合約模式：B2B / B2C / B2B+B2C
   Agreement Type
   Contract model: B2B / B2C / B2B+B2C
3. Case Owner
   負責的 BD team / AM team（單人）；即 Legal WIP for BD/AM 中的「Deal Owner」，是同一欄位
   Case Owner
   Responsible BD team / AM team (single person) — same field as “Deal Owner” in Legal WIP for BD/AM
4. Deal or Lead
   目前洽談階段：Lead / In Discussion / Deal / On Hold。其中 Lead＝洽談中的潛在合作（尚未確定）；Deal＝已確定／成交的合作。
   Deal or Lead
   Current deal stage: Lead / In Discussion / Deal / On Hold. Lead = a potential deal still in discussion (not yet confirmed); Deal = a confirmed / closed deal.
5. Lead Date / Deal Date
   各階段對應的日期
   Lead Date / Deal Date
   Dates for each stage

進入法務及串接程序

Enter the Legal & Integration Process

當確認要進入法務及串接程序時，按下 Kickoff 欄位的「Initiate」按鈕。

When ready to enter the legal & integration process, click the "Initiate" button in the Kickoff column.

按下後，以下資料將自動連動至三個看板：

After clicking, data auto-syncs to three boards:

必填的四個欄位

Four Required Fields

對每個客戶，必須選擇以下四項的處理方式：

For each client, you must select an option for all four items:

• NDA
• Agreement
• DD (We Review) — 我方審核客戶文件
• DD (We Review) — We review client's documents
• DD (Client Review) — 客戶審核我方文件
• DD (Client Review) — Client reviews our documents

選項說明

Option Definitions

收到的初始狀態

Initial Status Received

當 BD team / AM team 在 Legal WIP for BD/AM 完成選擇後，Legal WIP for Legal 的對應欄位會自動更新為以下初始狀態：

When BD team / AM team completes selections in Legal WIP for BD/AM, the corresponding fields in Legal WIP for Legal auto-update to:

Rose 的工作：推進至 Completed

Rose's Job: Advance to Completed

Rose 需依照實際進度，將各欄位狀態往前推進，最終目標為 Completed（或 Not Required）：

Rose advances each field's status based on actual progress, with the final goal of Completed (or Not Required):

整體完成度

Overall Completeness

當所有項目都完成後，Completeness 欄位將自動更新為 Total Completed，法務程序結束。

When all items are done, the Completeness field auto-updates to Total Completed and the legal process is complete.

子項目

Sub-items

每個客戶的法務項目以子項目追蹤。法務 Rose 將進度更新至 Comment from Legal；BD team / AM team 可將進度更新至 Comment from AM/BD。雙方都能在各自的看板看到對方的留言。

Each client's legal items are tracked as sub-items. Legal (Rose) posts progress in Comment from Legal; BD team / AM team posts progress in Comment from AM/BD. Both sides can see each other's comments from their own board.

欄位說明

Column Reference

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