When working with POs, some organizations may want to specify a default internal contact as the bill to reference on each PO. Mothernode allows you to assign any of your users to appear as the default PO contact on each new PO. Note that this default contact must be a […]
Task Action Items
Creating Task Templates
Mothernode CRM allows users to create task templates that can be selected and used repeatedly for common tasks. Additionally, task templates may include a list of categorized sub-tasks that act as steps toward completing a primary task, all within a single ‘parent’ task record. Creating Task Templates Access Tasks from […]
Dispatching Tasks
Tasks
Mothernode CRM records provide the ability to enter, dispatch and manage tasks related to a record, or the user can also enter a general task from the Global Tasks List. Record types supporting Tasks include Customers, Contacts, Leads/Opportunities and Mothernode transactions. Tasks can be input and managed from the Tasks […]
Using Marketing Tags with Email Templates
Marketing tags are a powerful and convenient way for marketers to categorize and segment their contacts within Mothernode. This process can be either manual or automatic. In manual cases, users can assign a marketing tag to an individual contact record, use the Batch Update function to add tags to multiple […]
Disconnecting API Connnection from within QuickBooks
Admins have the ability to disconnect their Mothernode CRM API connections from within their Mothernode CRM accounts. To do this, follow these steps. However, you can also terminate the API connection from within QuickBooks Online. Admins can also follow these steps to verify the Mothernode Connection has been removed. Login […]
Follow-up sequences analytics
Mothernode CRM gives digital marketers the analytics they need to monitor the success of their follow-up sequences. Each sequence has its own analytics dashboard console that can help you improve, refine and understand the content your recipients are most interested in. Once your sequence is in motion and your digital […]
How to automatically create leads for contacts with high engagement
Mothernode CRM helps bridge the gap between sales and marketing by allowing users to configure their sequences to automatically create brand new leads for highly engaged contacts. Enabling this feature allows users to set the desired score to which a lead can automatically be created for a contact that exhibits […]
Creating leads from hot prospects
When reviewing your real-time delivery data in the Mothernode CRM marketing dashboard users have the ability to manually create new leads for highly engaged contacts. In the event that the contact is not already a lead or opportunity in your Mothernode account, you can create a new lead and assign […]