CRM

Everything regarding the CRM and capturing leads for your space

7 articles in this collection
Written by Tanner, DeShawn Brown, and Joseph Carrafiello

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 Joseph Carrafiello
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