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 […]
Contact Import Templates
Using Contact Import Templates When it comes to importing Contacts into Mothernode CRM, users can import their list of contacts 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. […]
Exporting Data
Mothernode lets you export data in a variety of different areas, depending on the module or the record you are working in. However, exporting data is an Administrator function. Users cannot export data and will not see the export options in their listing screens, but will have access to exporting […]