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  1. MHub Support
  2. CRM

CRM

General

  • What is MHub CRM?
  • How do I access CRM?
  • Who can view my leads, customers, campaigns, reports, etc? (Sharing Settings)
  • How do I save a filter?
  • How do I handle duplication?
  • Email and SMS Blast Terms of Use

Leads

  • How do I qualify/unqualify a lead?
  • What is a Lead?
  • How do I add a lead?
  • How do I qualify a lead to an existing customer?
  • How do I merge duplicate leads?

Customers

  • What is a Customer?
  • How do I add a customer?
  • How do I update bulk customers?
  • How do I share my sales kit to customers?

Opportunities

  • What is an Opportunity?
  • How do I add an opportunity?
  • How do I create an appointment?

Campaigns

  • How to track Marketing Metrics?
  • PropertyGuru Lead Submission
  • How can I track my print media advertising?
  • What is a campaign and channel?
  • How do I create a campaign?
  • How Do I Create a New Form in MHub CRM?
See all 18 articles

Credit Check on MHub CRM

  • Who can view or perform Credit Check functions?
  • Credit Check Status
  • Credit Check Rates
  • How do I generate a Credit Check on MHub CRM
  • Run Credit Check on Customer Profile

MHub Chat

  • What is MHub Chat?

Settings

  • How do I configure call tracking numbers?
  • What are fields and how do I customise them?
  • How do I configure an auto-assignment?
  • How do I automate email notifications to assignees?

Tips & Tricks

  • How to close more sales

Lead for Tech Developers

  • Submissions API
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