Frequently Asked Questions (FAQ): Customers
Marketing and Sales
Overview

MobiWork will allow you to enhance your customer's data by including marketing information. You can also have it so your Customer Managers/Sales Team can only view their assigned prospects.

This section will go into further detail regarding these topics.

Marketing Campaign Details / UTM fields

MobiWork provides predefined UTM fields; these fields will enable you to connect and pull the data gathered from third-party marketing campaigns. For more information, please contact our Sales Team at Sales@mobiwork.com.

Sales Team View Assigned Prospects

As long as your user is designated as the Customer Manager and the permissions have been applied, they will be able to view the prospects that they are working on.

For more information regarding the Customer Manager setting, please see the Edit Customer(s) page.

For permission updates, please contact Success@mobiwork.com for further assistance.

Getting in Touch With Us

If you have any questions or need further assistance, please let us know. We'd be happy to help!