Batch Update is a powerful, time-saving function that enables the updating of a specific field across multiple records with just one single action. Common examples include, but are not limited to, re-assignment of numerous customer accounts from a former account representative to a new one, or updating record status for […]
Viewing Skipped Records
When importing customers and contacts into Mothernode CRM, by default duplicate records will be skipped based on a select criteria. For example, when importing contacts, by default Mothernode CRM will check for duplicates based on first name, last name and email address. Once the import is complete, Mothernode will log […]
Undoing Imports
In the event that you made a mistake when importing your data and need to remove the imported records, in either customers, contacts, vendors or leads and opportunities, you can undo your imports via the Import Log. The import log records all of the imports performed throughout various modules and […]
Mass emailing from within Mothernode CRM
Mothernode CRM gives subscribers the ability to email up to 25,000 emails per month to customers, contacts, leads and opportunities. Users can create intelligent lead nurture sequences or simply broadcast emails to a select group of contacts based on parameters they define. This video will help you get started using Mothernode […]
Progress Invoicing
IMPORTANT – PLEASE READ BEFORE USING PROGRESS INVOICING FEATURES Progress invoicing is intended for special circumstances and should only be used when required. Users should continue invoicing using standard methods unless the circumstances outlined herein apply. Mothernode CRM Enterprise Customers have the ability to create sales orders and invoices within […]
Managing Your Sales Pipeline in Mothernode CRM
Whether you’re using Mothernode CRM for yourself or with your Sales Team, this quick video gives you everything you need to know about how to get started managing your sales pipeline using Mothernode CRM. This short tutorial demonstrates how simple it is to track and prioritize your sales activity and showcases the […]
How to install website visitor tracking code
Mothernode CRM allows users to install website visitor tracking code on their websites, landing pages, blogs and more. The tracking code is used to log visitor activity and notify users when their contacts, customers and prospects are visiting any of their web pages. Detailed statistics are captured and available in […]
Mothernode CRM Updates – October 2017 (Release 20171b)
Release Notes October 2017 (Release 20171b) Date: October 30, 2017 Release (20171B) 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. […]
How to filter customer and prospect contacts
Mothernode CRM stores all your contacts in the same table. This means that some of your contacts may be associated with Customer Accounts, while others may be associated with Lead or Opportunities, and it’s even possible that some contacts are neither, and just part of a mailing list. Assuming your […]
Mothernode CRM Website Tracking Code
Mothernode CRM subscribers with Email Marketing included have the access to special tracking code that can be placed in their website and landing pages. This includes WordPress Sites, Joomla sites and other website platforms. The tracking code works in conjunction with Mothernode’s email marketing sequences and/or campaigns. Once a contact, […]