CRM
Everything regarding the CRM and capturing leads for your space
10 articles
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 CRMWritten 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-membersWritten 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 CRMWritten 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 CoworksWritten by Tanner. Updated over a week ago
How to use the CRM
Use the CRM to capture new leads and contactsWritten by Tanner. Updated over a week ago