Using Inventory Import Templates When it comes to importing Inventory into Mothernode CRM, users can import their list of goods and services into Mothernode CRM using a standard Microsoft XLS or CSV file. To simplify this process, you can use the Mothernode CRM XLS Templates that contain the necessary fields for import. […]
How to customize record statuses
Throughout various Mothernode workflows, record statuses are used to guide transactions through different phases of the sales and order fulfillment processes. These statuses are used to indicate where records are within the delivery process and alert users to certain types of activities. For example, when an Order is COMPLETE, it lets […]
Mothernode CRM Updates – August 26, 2018 (Release 20182a)
Release Notes May 2018 (Release 20182a) Date: August 26, 2018 Release (20182a) Mothernode customers should take note of the following important changes and updates now available in their Mothernode account. As always, we encourage users to read the release notes. This release contains new features, enhancements, workflow changes and bug fixes. […]
Why are there Mothernode Contacts appearing in my Deleted Items folder in Outlook
First things first. Don’t panic! Your Mothernode Contacts were NOT deleted and everything is OK! This is what happened. Once you install the Mothernode Add-in for Microsoft Outlook your Outlook will connect to your Mothernode Account (see Outlook setup instructions for more details). Upon connecting to your Mothernode Account two new folders […]
Mothernode CRM Updates – May 2018 (Release 20181a)
Release Notes May 2018 (Release 20181a) Date: May 28, 2018 IMPORTANT: There is a significant update to Mothernode CRM Lead Capture Forms. Customers using lead capture forms on their website, blogs or landing pages, should check to make sure your forms are displaying correctly. We don’t anticipate disruptions, but cannot account for […]
ConstructConnect CRM Integration
Mothernode CRM lets ConstructConnect customers conveniently receive or import information from their ConstructConnect Account into their 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. For instructions on how to export project […]
Creating user lists in records
Mothernode customers that have many users within their organization will want to reduce the total number of users who may be assigned to certain transactions or customer accounts. By default, all users appear in selection lists, but Mothernode Administrators can customize these list to only include relevant users in the selection. […]
Migrating Salesforce.com Data to Mothernode CRM
This article is for Salesforce.com customers who want to import their existing Salesforce data into Mothernode CRM. This feature is available in all editions of Mothernode CRM, including Mothernode CRM Trial Accounts. Users must have access to their Salesforce.com account and have the necessary access rights to export their Salesforce […]
Building dynamic email signatures
When creating standard emails to use within a Mothernode Marketing sequence customers will often want to personalize the email by adding a signature. This, of course, can be done but if the email template will be used by multiple users when emailing their contacts, then a dynamic signature is the […]
Email Content: Best Practices
This article is originally made available by Mailgun and is relevant to Mothernode customers and their email Marketing. There are a few tricks to remember about content besides the mantra of ‘sending something people want’. Personalize your emails to each recipient. Ideally, the content should reflect recipient’s specific interests […]