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 […]
Exporting Marketing Data
Mothernode CRM provides users with a variety of built-in reporting solutions that give marketers that ability to report their campaign and sequence activity. Users who wish to further process their data in spreadsheets can do this by exporting their dashboard data to an XLS file. Access the Mothernode Marketing Dashboard […]
Sorting data on-screen
Fixing Transaction Spacing
When creating transactions such as Quotes, Orders, and Purchase Orders, some times you might encounter situations where your line items could leave dead space or too much white space between the last line item and the footer. This is more common in word processing software, but the issues are relatively […]
Deleting Opportunities (Conditions)
Searching multiple records
When working in listing screens, Mothernode CRM gives you the ability to search multiple records using its live view search. You can accomplish this by including spaces between transaction numbers. As you add valid transaction numbers they will appear in the list. Example 100 102 104 This can be accomplished […]
Side Panel
When working in leads and opportunities, customer accounts, contacts or vendors, the side panel gives users tremendous ability when it comes to managing their interactions with their respective contacts. It’s designed to log all of your activity about the record, including emails, appointments, notes and more. Side Panel Overview 1. […]