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?

Log into Mothernode Go to My Account Find the photo upload area within the Profile tab Click the Upload button Click Browse to find the file on your local machine and select the image file Click the Upload button to upload the image Adjust the image cropping for best appearance […]

Attaching leads to accounts

In certain circumstances new leads may actually already be related to an existing customer account, Mothernode makes it easy to attach a lead record to an existing account. Open the lead record you want to  attach. Click attach to accounts         3. Select the customer you want […]

Lead entry points

Mothernode accommodates a variety of different entry points for leads to enter the CRM. A lead entry point is defined as a way a new lead can be created in Mothernode CRM. Adding a Record: Users can add a new lead in Mothernode CRM from the Leads and Opportunities Module, […]

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 […]

Dispatching Leads

Mothernode CRM lets users reassign leads to other users by dispatching them. You can only assign leads to users who are designated lead recipients. See assigning users as Lead Recipients Select a sales rep you want to assign the lead to, in the assigned to drop down. Click Dispatch Lead […]

Lead/Opportunity Status

Mothernode includes the following Lead and Opportunity Status and Rules. Open: All active Lead and Opportunity to be included in current pipelines. Won: All Opportunities that were award to your sales rep and company. Lost: All Opportunities that were lost to a competitor or for other reasons your company wasn’t […]