Mothernode CRM Sales Manager Notifications

Sales Managers that assign leads to their sales staff can receive automated notifications from Mothernode CRM, in an effort to stay up-to-date on all assigned lead activities, including: When someone changes the status of a Lead/Opportunity (ex. Won, Lost) When someone posts a note, calendar event or correspondence in the […]

Edit Sales and Project Manager Selection Lists

In an effort to efficiently manage selection lists in Mothernode CRM, Administrators can edit the Sales Rep and Project Manager selection lists that appear in Customer, Contact, Quote, Order and Work Order records.  This enables Administrators to specify only those Mothernode CRM users that should appear on Sales Rep or […]

Mothernode CRM to Xero Communication: Mapped Fields

Invoice, Item, Payment, and Purchase Order data can be communicated between Mothernode CRM and Xero using Xero’s API. A Mothernode Enterprise CRM Subscription and a Xero Online account are required. Following is a complete list of the Mothernode CRM fields that map to Xero, with the names of the corresponding […]

Managing Terms and Conditions

Creating New Terms & Conditions Mothernode CRM’s Terms and Conditions statements are created and managed in the Administration function, while users have flexibility to remove, modify and add the applicable terms for a specific transaction. To create and manage terms and conditions, an administrator will access Administration | Terms and […]

Lead Capture Forms – Fields

This is the fourth in a series of articles dedicated to the creation and implementation of Lead Capture Forms in Mothernode CRM. The following links enable you to access all articles in this series: Lead Capture Forms – Introduction Lead Capture Forms – Settings Lead Capture Forms – Styling Lead […]