Mothernode CRM includes special notes, known as customer alerts, that can be added to any customer account and be used with a variety of transactions to provide special instructions related to your customer’s needs. This tutorial demonstrates how customer alerts can be setup.
Can users share accounts?
Sharing accounts is not an ideal option for users with heavy activity within their Mothernode account, especially in cases where reporting is used to measure accountability and activity or where users typically interact with each other within their CRM accounts using notes, calendars, events, tagging, notifications and more. User accounts […]
Restoring deleted records
From time to time users might unintentionally delete a record and need to restore the information. Restoring data is an Administrator function that can easily be done whenever you need to. Access the Administration Tab Click Settings In the left menu, click Session Activity Look for the record you would […]
How do I set my Mothernode Email signature?
Users have the ability to add their email signature to their user account which will append to all basic emails. These email signatures are not included in email marketing templates and are only available when composing emails within Mothernode CRM. Administrators can also add individual signatures for each of their users. […]
How to manage Notifications
Mothernode notifications provide users with real-time updates about different types of activities that pertain to their accounts, such as new comments and notes made in customer records by other users or status changes of records they’re tied to, just to name a few. Users can determine the types of notifications […]
Associated Contacts
Mothernode allows users to assign associated contacts with their Lead and Opportunity records as well as Customer Accounts. Associated contacts are existing contacts that can be associated with one or many accounts. Associated contacts are generally a third-party contact or person of interest on an account, but not someone who […]
How do I set my Mothernode profile photo?
Attaching leads to accounts
Lead entry points
Adding Lead Recipients
Not all users can be assigned to leads, because not all users are sales reps. Mothernode Administrators can determine which users can be assigned to leads by adding the user as a lead recipient in their profile, via the administration module. Click the Administration Menu. Click users accounts. Access the […]