CRM

Everything regarding the CRM and capturing leads for your space

10 articles in this collection
Written by Tanner and DeShawn Brown

What types of leads and contacts does Coworks automatically capture and store in the CRM?

This article explains all the ways Coworks captures leads and contacts and stores them in your CRM

Written by Tanner
Updated over a week ago

Success Redirect URLS and How To Use Them

How to set up a success redirect url for your external website forms and pages.

Written by DeShawn Brown
Updated over a week ago

View Leads' and Contacts' Bookings and Invoice Details

In the CRM, you can keep details on the bookings and invoices made by non-members

Written by Tanner
Updated over a week ago

How To Import Contacts from a CSV File and Promote to Lead or Member

How to import Contacts from a .CSV file follow these instructions:

Written by Tanner
Updated over a week ago

How to use the Membership/Tour request forms to manage leads and increase conversions

How to use the membership and tour request forms and integrate them on your site to capture and manage leads directly into the Coworks CRM.

Written by DeShawn Brown
Updated over a week ago

How to use Lead & Contact Bulk Promoter

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

Written by Tanner
Updated over a week ago

How to track Campaign Parameters using standard utm URL params for Leads and Members

Use UTM params to track your members and lead signups from campaigns and marketing initiatives.

Written by DeShawn Brown
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 contacts

Written by Tanner
Updated over a week ago