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. […]

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 […]

Creating Credit Memos

When issuing credits to customers there are a variety of way to choose from, one of those is to issue a credit memo. You can create a credit memo in your Mothernode account in the Invoices module. A credit memo will provide you will a blank slate. You will need […]

Updating Saved Searches

Updating your Saved Searches lets users change the search parameters of an existing saved search. For example, if you made a saved search for John and all his accounts were needing to be reassigned to Sally when he left the company, you would be able to run his search, change […]

Managing Saved Searches

The Manage Saved Searches function allows users to edit and delete their searches. Administrators can create popular searches and share them with their team. How to edit, remove and share saved searches. From the module listing screen, select Managed Saved Searches in the saved searches list. 2. The Managed Saved […]