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
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
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 […]
Applications Overview
Standard Mothernode CRM Configuration All Editions Contact Records: Unlimited Customers Records: Unlimited Transactions: Unlimited Technology: Linux, Apache, MySQL, PHP. Database Size (Records): 1TB Emails: 25,000 per account. File Storage (Files): 1 GB Encryption: Encryption, advanced TLS (1.0, 1.1, and 1.2) protocols, and 2,048-bit keys. APIs: Leads, Opportunities, Notes, Customers, Contacts, […]
What’s the difference between a contract term and signing up myself?
Mothernode CRM is typically offered with a 12-month term agreement, which includes additional professional services such as implementation, training, annual support and in some cases custom development when requested. All customers with term agreements are assigned one or more dedicated account manager. Only customers who sign up with term agreements […]
What third party products does Mothernode CRM connect with?
Monthly Subscriptions
Each customer is automatically billed monthly for their subscription on the same day and time as the previous month. The variables for each invoice are: Plan (Mothernode Edition) Number of users (active subscribers) Promotions (any promotional discounts are applied on your invoice) Taxes (8.25%) (for more information of taxes, click […]
How do I reactivate an account?
Mothernode automatically process your monthly subscription using the credit card on file, each month at the same time of day as the previous payment. In the event there is a problem processing your credit card, two additional attempts will be made on the following days at the same time. Example: […]