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, […]
Creating leads from Emails
Mothernode CRM offers a variety of different ways to create new lead records within the Lead and Opportunities Module. One of these ways in by forwarding an email to your Mothernode Account. For customers using Microsoft Outlook or Gmail, we recommend the Mothernode Outlook Addin or the Mothernode Chrome Extension […]
Lead Import Templates
Using Lead Import Templates When it comes to importing Leads into Mothernode CRM, users can import their list of Leads 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 forward emails to Mothernode CRM to create new leads
Customer (Account) Import Templates
Using Customer Import Templates When it comes to importing Customers (or your company’s accounts) into Mothernode CRM, users can import their list of Customers 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 […]