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 […]
Mothernode CRM’s Ready For Invoice (RFI) module may include both complete and partial orders that are ready to be reviewed and invoiced. The note at the top of the Ready For Invoice list reminds that final invoices for partially shipped orders are identified as such: In the following example, the […]
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 provides a connection to QuickBooks Online using the QuickBooks API. This functionality allows users to seamlessly transfer their Invoice and Purchase Order transactions from Mothernode CRM to their QuickBooks account. Connecting to QuickBooks Online Connecting to QuickBooks using the QuickBooks API is a fast and seamless process. Note: […]
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 […]
In July 2018, Mothernode CRM’s Outlook Add-in Version 5 was announced. Please click the image below to review the video describing download, installation and setup of the Add-in: Click here for an overview of the Add-in’s user functions.
In July 2018, Mothernode CRM’s Outlook Add-in Version 5 was announced. Please click the image below to review the video describing the latest Add-in features and enhancements: Click here for Add-in installation and setup instructions.
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 […]
During the marketing email creation process in Mothernode CRM’s Template Studio, the Image Gallery function allows you to upload images to subsequently add to email marketing templates. We make two recommendations in terms of file types and file size, to ensure that images render (generate and appear to the viewer) […]
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 […]