This is the seventh 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 […]
Preparing ConstructConnect Insight CRM Exports
Mothernode CRM empowers ConstructConnect customers to conveniently receive or import project information from their ConstructConnect Account into their Mothernode CRM Leads and Opportunities. You must be a ConstructConnect Insight Customer in order to use these features. For more information about ConstructConnect and their plans, contact a ConstructConnect representative. This article […]
Importing Vendors and Vendor Contacts into Mothernode CRM
Before You Begin Before you begin this very visual and user-friendly process, please note that preparing your vendors and vendor contacts data prior to importing is critical to the speed and success of the import itself. We recommend reading Preparing your Vendors and Vendor Contacts Import prior to following the […]
Importing Customers and Contacts into Mothernode CRM
Before You Begin Before you begin this very visual and user-friendly process, please note that preparing your customers and contacts data prior to importing is critical to the speed and success of the import itself. We recommend reading Preparing your Customers and Contacts Import prior to following the steps below […]
Importing Leads and Opportunities into Mothernode CRM
Before You Begin Before you begin this very visual and user-friendly process, please note that preparing your leads and opportunities data prior to importing is critical to the speed and success of the import itself. We recommend reading Preparing your Leads and Opportunities Import prior to following the steps below […]
Importing Tip: Splitting Text to Multiple Columns in Excel
Forward Email to Mothernode CRM to Add Customer and Contact Notes
There are multiple options for easily forwarding email correspondence to Mothernode CRM Customers and Contacts, including our Chrome Extension (Gmail) and Outlook Add-in. In this article, we focus on an additional method that you can use with any email client. Please note that this method only works if your email […]