• Importing Clients/Leads (CSV File)

    You can import a list of client/leads to make it faster to setup your CRM!  LMN handles the importing of .CSV files - a popular format for importing/exporting data between various applications. The CRM impor...

    Kristen Kiely
  • Importing LMN Contacts Into Google Contacts

    Preparing Your Import File: 1. Export your contacts from LMN. If you are unfamiliar with that process you can find more info HERE. 2. Open the attached spreadsheet. 3. Copy and paste the attached header nam...

    Kristen Kiely
  • How To Add Multiple Jobsites To One Contact In The CRM Tool

    If you have a contact in your CRM tool that has multiple jobsites but you do not want to add them manually then you can import them into the CRM tool by following these instructions: 1. Import a file with on...

    Kristen Kiely
  • ToDos: Notifications

    You can set up your LMN so notification e-mails are sent automatically when: A lead gets assigned to you by someone else When a To-Do gets assigned to you by someone else When a To-Do that you created has i...

    Kristen Kiely
  • Setting Up Referral Sources

    Referral sources will be used to track where your customers and leads come from.  Common referral sources include things like: Website Job signage Referral Magazine Ad ... and more.  With referral sources...

    Kristen Kiely
  • Setting Up Tags

    Tags are really just ways to add clients and leads to a list.  Tags will help you filter your specific clients for tracking and also for marketing purposes.  If you want to pull a list of clients by a certai...

    Kristen Kiely
  • CRM - ToDos

    ToDos are reminders that show up in LMN to make sure specific tasks get done.  Examples include tasks like: Prepare the estimate for Mrs. Smith Meet John for a site visit on Monday the 19th ToDo options: ...

    Kristen Kiely
  • CRM - Communication History

    The Communication History tab will allow you to keep a history of all communication between your company and your customer.   You can add additional communication here by clicking + New Communication Note. ...

    Kristen Kiely
  • CRM - Estimates

    The Estimates tab of LMN will display all Estimates created in LMN for your customer. You can access an estimate by clicking on the Estimate Name.   You can create a new estimate by clicking either + New S...

    Kristen Kiely
  • CRM - Jobsites

    The Jobsites tab of LMN will display all Jobsites for your customer.  You will be able to edit and add new Jobsites here. If you wish to edit a Jobsite, click on it's name. If you want to add a new Jobsite...

    Kristen Kiely
  • CRM - Contacts

    The Contacts tab will allow you to see all contacts for your customer.  You will be able to edit, add new and assign a new Primary Contact here. If you wish to edit your Contact's information, click on thei...

    Kristen Kiely
  • Adding Clients/Leads

    LMN's CRM was built to handle both new leads and existing clients. Entering Leads will help track when leads are coming in, who is handling them, store + share key lead information across all user in your c...

    Kristen Kiely
  • Creating and Managing your Customer List in LMN

      LMN's CRM feature allows you to build a database of leads and customers, along with addresses, contacts, jobsites, communication history and to-dos for each customer/lead.  You'll be able to link estimates...

    Kristen Kiely
  • Adding Users + Setting Up Their Permissions

    Most companies will need to add more than one user to their LMN account.  Estimators, office managers, bookeepers/accountants, and sales people will need access to make their jobs more efficient.  However, y...

    Kristen Kiely
  • Set Up Your Company Information + Logo

    Setting up your company information and logo is especially important for good-looking estimates.  Your estimate headers and footers will be populated with your logo and other company contact information, and...

    Kristen Kiely
  • Learn Where to Get More Help

    You can find more help for LMN and for running a more profitable landscape company by clicking the Learn LMN menu. Learn LMN - will take you to www.learnlmn.com - a site complete with video tutorials on how ...

    Kristen Kiely
  • CRM - General Info

    The General Information tab will give you a quick overview for your customer and will display all Billing and Tracking Information. Total Estimates will be displayed on this page.   The This Year number i...

    Kristen Kiely
  • Process for a new Lead using the LMN CRM & Estimating

    The chart below shows how a new Lead can be managed through LMN's CRM and Estimating.   For more information on CRM, click HERE! For more information on Estimating, click HERE!

    Kristen Kiely