Vendor Details & Contact Information

Vendor Details & Instructions Board

All Vendor information is housed on the Vendor Details & Instructions board in Monday.

This board includes:

  • Integration Type (if an integration is currently available)
  • Vendor contact information - support and account manager or integrations team
  • Links to HelpJuice articles containing step-by-step instructions for customers to setup with our data integrations or manually download data

This board includes the following vendor types:

  • CRM
  • DMS (Sales and Service)
  • Call Tracking
  • Email
  • Direct Mail
  • Chat
  • TV
  • Website Providers
  • System Vendors (Monday, Make, Zapier, Slack, etc.)

 

Integrations Priority Board

Ops Team only - The Integrations Priority Board contains links to integration documentation, vendor integration contacts, status, ranking, impact to Ops, etc.

 



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