• crm referral referral sources video Setting Up CRM Referral Sources

    Maximize your ROI (return on investment) on your marketing spend! Use LMN to track where your customers are coming from, how much revenue is coming in, and what your close rates are like for each different m...

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  • crm guide referral referral sources 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...

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  • referral source faq How do I Setup My Own Referral Sources?

    The referral source field is used to track where your leads came from.  This way, you can analyze which sources of marketing are generating the most leads and sales. LMN comes with some sample referral sourc...

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  • tags crm tags video Using CRM Tags

    Create your own custom classifications for clients and leads using LMN's tags. Tags are like lists - you can add any client/lead to the list(s) you want them to belong to. Using tags - you'll be able to inst...

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  • crm guide tags Setting Up Tags in CRM

    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...

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  • assign tags faq How do I Assign Tags to Customers or Leads?

    The purpose of tags is to assign your clients and leads to specific lists.  Tags are really just another name for a list.  When you assign a tag to a lead/client, you're adding that client to a list so it's ...

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  • tag view faq How do I View a List of Clients or Leads By Tag?

    Tags are a great way to add your clients/leads into lists.  You can pull lists of clients and leads in two different ways:  View a list of clients/leads on-screen Click the CRM menu to view a list of client...

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