CRM

Everything regarding the CRM and capturing leads for your space

4 articles in this collection
Written by Tanner

How to use Lead/Prospect Bulk Promoter

Use a CSV to bulk promote leads and prospects from your CRM

Written by Tanner
Updated over a week ago

How do I change the title of the membership request form?

This article describes how to change the title of the membership request form.

Written by Tanner
Updated over a week ago

How do I send Lead email notifications to an additional email address?

This article explains how to send lead notification emails to additional email address that does not belong to a manager in Coworks

Written by Tanner
Updated over a week ago

How to use the CRM

Use the CRM to capture new leads and prospects

Written by Tanner
Updated over a week ago