Nebworx Help Center
MailWorx - CRM
15 articles
- Understanding pipelines, stages, deals, and tasks
- How to create and edit a pipeline
- How to create and edit a stage
- How to create a deal
- How to mark a Deal as Won or Lost
- Deal Scoring
- Managing Deal notifications
- Setting permissions for a private pipeline
- Filtering and searching deal data
MailWorx - Contact Management
16 articles
- An overview of Contacts
- Contact statuses explained
- Create A List
- Organizing your contacts
- When to use custom fields and tags with contacts
- Advanced Search
- Managing Tags with the Tag Manager
- Edit multiple contacts with the Bulk Editor
- Contact Scoring
MailWorx - Email Campaigns
12 articles
- Campaign Types Overview
- Choosing A Format For Your Campaign
- Using the Email Designer to format a campaign
- Testing Your Campaign
- Mail Server IP Ranges
- Organize your campaigns with labels
- Best practices for adding images to your campaigns
- Social Links
- Designing mobile-friendly emails
MailWorx - Reporting
5 articles