todo jobsite referral source upload files files BCC CRM Contacts Communication history Reports Tags Merge Email file attachment client files CMR LMN Onboarding - CRM

CRM stands for Customer Relationship Management, but it all boils down to closing more deals and taking better care of your customers. LMN's CRM module will help you track your leads, clients, estimates, files, communication history and even tasks/to-do's for your clients. It gives you one spot - accessible 24/7 - where you can track and manage your interactions with clients. 

This video will guide you through all the basics you need to know to take full advantage of LMN's CRM functionality.

 

Video Guide:

CRM dashboard - 3:03
Contacts - 3:26
Searching - 4:29
Filters - 4:50
Save view - 5:40
Bulk changes - 6:07
Merge customer - 6:29
Tags - 6:58
Export customer List - 8:26
Import customers via ,csv - 9:48
Create jobs in bulk - 10:59
Single lead view - 13:05
Contacts - 14:25
Tracking + Assignment - 14:59
Referral Source - 15:30
Contacts (in depth) - 17:30
Jobsites - 18:01
Upload jobsite files - 18:33
Estimates - 19:31
Communication history - 20:03
BCC - 20:58
Todos - 22:34
Todo list - 24:18
Client versus jobsite files - 25:19
Reports - 28:08

 

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