TekMatix Help Articles

Afilliates / Appointment

Lead Scoring and Contact Engagement Scoring in Tekmatix

Lead Scoring and Contact Engagement Scoring in Tekmatix

Learn how to use contact scoring and engagement points in Tekmatix to identify hot leads, trigger automation, and personalise campaigns. A step-by-step guide to supercharging your sales and segmentati... ...more

CRM ,Opportunities & Pipeline &Workflow Actions

May 30, 20255 min read

Create a sales pipeline or customer journey

Create a sales pipeline or customer journey

Having a visual 'sales pipeline' or 'customer journey' in your business, will show you exactly what stage of the buying cycle every single lead and client is at inside your business. ...more

Opportunities & Pipeline ,Business tips

April 04, 20241 min read

How Funnels and Stage distribution widgets work

How Funnels and Stage distribution widgets work

A Funnel widget is designed to illustrate a step-by-step process in which data gradually funnels from one stage to another. This visualization is commonly employed to monitor the journey of leads or o... ...more

Opportunities & Pipeline ,Dashboard

March 12, 20243 min read

Back to Home

Blogs / Calendars / Campaign

Lead Scoring and Contact Engagement Scoring in Tekmatix

Lead Scoring and Contact Engagement Scoring in Tekmatix

Learn how to use contact scoring and engagement points in Tekmatix to identify hot leads, trigger automation, and personalise campaigns. A step-by-step guide to supercharging your sales and segmentati... ...more

CRM ,Opportunities & Pipeline &Workflow Actions

May 30, 20255 min read

Create a sales pipeline or customer journey

Create a sales pipeline or customer journey

Having a visual 'sales pipeline' or 'customer journey' in your business, will show you exactly what stage of the buying cycle every single lead and client is at inside your business. ...more

Opportunities & Pipeline ,Business tips

April 04, 20241 min read

How Funnels and Stage distribution widgets work

How Funnels and Stage distribution widgets work

A Funnel widget is designed to illustrate a step-by-step process in which data gradually funnels from one stage to another. This visualization is commonly employed to monitor the journey of leads or o... ...more

Opportunities & Pipeline ,Dashboard

March 12, 20243 min read

Back to Home

Course / CRM / Chat Widget

Lead Scoring and Contact Engagement Scoring in Tekmatix

Lead Scoring and Contact Engagement Scoring in Tekmatix

Learn how to use contact scoring and engagement points in Tekmatix to identify hot leads, trigger automation, and personalise campaigns. A step-by-step guide to supercharging your sales and segmentati... ...more

CRM ,Opportunities & Pipeline &Workflow Actions

May 30, 20255 min read

Create a sales pipeline or customer journey

Create a sales pipeline or customer journey

Having a visual 'sales pipeline' or 'customer journey' in your business, will show you exactly what stage of the buying cycle every single lead and client is at inside your business. ...more

Opportunities & Pipeline ,Business tips

April 04, 20241 min read

How Funnels and Stage distribution widgets work

How Funnels and Stage distribution widgets work

A Funnel widget is designed to illustrate a step-by-step process in which data gradually funnels from one stage to another. This visualization is commonly employed to monitor the journey of leads or o... ...more

Opportunities & Pipeline ,Dashboard

March 12, 20243 min read

Back to Home

Compliance / Custom Fields

Lead Scoring and Contact Engagement Scoring in Tekmatix

Lead Scoring and Contact Engagement Scoring in Tekmatix

Learn how to use contact scoring and engagement points in Tekmatix to identify hot leads, trigger automation, and personalise campaigns. A step-by-step guide to supercharging your sales and segmentati... ...more

CRM ,Opportunities & Pipeline &Workflow Actions

May 30, 20255 min read

Create a sales pipeline or customer journey

Create a sales pipeline or customer journey

Having a visual 'sales pipeline' or 'customer journey' in your business, will show you exactly what stage of the buying cycle every single lead and client is at inside your business. ...more

Opportunities & Pipeline ,Business tips

April 04, 20241 min read

Back to Home

Dashboard / Domain

Lead Scoring and Contact Engagement Scoring in Tekmatix

Lead Scoring and Contact Engagement Scoring in Tekmatix

Learn how to use contact scoring and engagement points in Tekmatix to identify hot leads, trigger automation, and personalise campaigns. A step-by-step guide to supercharging your sales and segmentati... ...more

CRM ,Opportunities & Pipeline &Workflow Actions

May 30, 20255 min read

Create a sales pipeline or customer journey

Create a sales pipeline or customer journey

Having a visual 'sales pipeline' or 'customer journey' in your business, will show you exactly what stage of the buying cycle every single lead and client is at inside your business. ...more

Opportunities & Pipeline ,Business tips

April 04, 20241 min read

How Funnels and Stage distribution widgets work

How Funnels and Stage distribution widgets work

A Funnel widget is designed to illustrate a step-by-step process in which data gradually funnels from one stage to another. This visualization is commonly employed to monitor the journey of leads or o... ...more

Opportunities & Pipeline ,Dashboard

March 12, 20243 min read

Back to Home

Email Builder / Email Deliverability

Lead Scoring and Contact Engagement Scoring in Tekmatix

Lead Scoring and Contact Engagement Scoring in Tekmatix

Learn how to use contact scoring and engagement points in Tekmatix to identify hot leads, trigger automation, and personalise campaigns. A step-by-step guide to supercharging your sales and segmentati... ...more

CRM ,Opportunities & Pipeline &Workflow Actions

May 30, 20255 min read

Create a sales pipeline or customer journey

Create a sales pipeline or customer journey

Having a visual 'sales pipeline' or 'customer journey' in your business, will show you exactly what stage of the buying cycle every single lead and client is at inside your business. ...more

Opportunities & Pipeline ,Business tips

April 04, 20241 min read

How Funnels and Stage distribution widgets work

How Funnels and Stage distribution widgets work

A Funnel widget is designed to illustrate a step-by-step process in which data gradually funnels from one stage to another. This visualization is commonly employed to monitor the journey of leads or o... ...more

Opportunities & Pipeline ,Dashboard

March 12, 20243 min read

Back to Home

Form / Funnels

Lead Scoring and Contact Engagement Scoring in Tekmatix

Lead Scoring and Contact Engagement Scoring in Tekmatix

Learn how to use contact scoring and engagement points in Tekmatix to identify hot leads, trigger automation, and personalise campaigns. A step-by-step guide to supercharging your sales and segmentati... ...more

CRM ,Opportunities & Pipeline &Workflow Actions

May 30, 20255 min read

Create a sales pipeline or customer journey

Create a sales pipeline or customer journey

Having a visual 'sales pipeline' or 'customer journey' in your business, will show you exactly what stage of the buying cycle every single lead and client is at inside your business. ...more

Opportunities & Pipeline ,Business tips

April 04, 20241 min read

How Funnels and Stage distribution widgets work

How Funnels and Stage distribution widgets work

A Funnel widget is designed to illustrate a step-by-step process in which data gradually funnels from one stage to another. This visualization is commonly employed to monitor the journey of leads or o... ...more

Opportunities & Pipeline ,Dashboard

March 12, 20243 min read

Back to Home

Google My Business / Integrations

Lead Scoring and Contact Engagement Scoring in Tekmatix

Lead Scoring and Contact Engagement Scoring in Tekmatix

Learn how to use contact scoring and engagement points in Tekmatix to identify hot leads, trigger automation, and personalise campaigns. A step-by-step guide to supercharging your sales and segmentati... ...more

CRM ,Opportunities & Pipeline &Workflow Actions

May 30, 20255 min read

Create a sales pipeline or customer journey

Create a sales pipeline or customer journey

Having a visual 'sales pipeline' or 'customer journey' in your business, will show you exactly what stage of the buying cycle every single lead and client is at inside your business. ...more

Opportunities & Pipeline ,Business tips

April 04, 20241 min read

How Funnels and Stage distribution widgets work

How Funnels and Stage distribution widgets work

A Funnel widget is designed to illustrate a step-by-step process in which data gradually funnels from one stage to another. This visualization is commonly employed to monitor the journey of leads or o... ...more

Opportunities & Pipeline ,Dashboard

March 12, 20243 min read

Back to Home

Invoices / LC Email / LC Phone

Lead Scoring and Contact Engagement Scoring in Tekmatix

Lead Scoring and Contact Engagement Scoring in Tekmatix

Learn how to use contact scoring and engagement points in Tekmatix to identify hot leads, trigger automation, and personalise campaigns. A step-by-step guide to supercharging your sales and segmentati... ...more

CRM ,Opportunities & Pipeline &Workflow Actions

May 30, 20255 min read

Create a sales pipeline or customer journey

Create a sales pipeline or customer journey

Having a visual 'sales pipeline' or 'customer journey' in your business, will show you exactly what stage of the buying cycle every single lead and client is at inside your business. ...more

Opportunities & Pipeline ,Business tips

April 04, 20241 min read

How Funnels and Stage distribution widgets work

How Funnels and Stage distribution widgets work

A Funnel widget is designed to illustrate a step-by-step process in which data gradually funnels from one stage to another. This visualization is commonly employed to monitor the journey of leads or o... ...more

Opportunities & Pipeline ,Dashboard

March 12, 20243 min read

Back to Home

Memberships Area

Lead Scoring and Contact Engagement Scoring in Tekmatix

Lead Scoring and Contact Engagement Scoring in Tekmatix

Learn how to use contact scoring and engagement points in Tekmatix to identify hot leads, trigger automation, and personalise campaigns. A step-by-step guide to supercharging your sales and segmentati... ...more

CRM ,Opportunities & Pipeline &Workflow Actions

May 30, 20255 min read

Create a sales pipeline or customer journey

Create a sales pipeline or customer journey

Having a visual 'sales pipeline' or 'customer journey' in your business, will show you exactly what stage of the buying cycle every single lead and client is at inside your business. ...more

Opportunities & Pipeline ,Business tips

April 04, 20241 min read

How Funnels and Stage distribution widgets work

How Funnels and Stage distribution widgets work

A Funnel widget is designed to illustrate a step-by-step process in which data gradually funnels from one stage to another. This visualization is commonly employed to monitor the journey of leads or o... ...more

Opportunities & Pipeline ,Dashboard

March 12, 20243 min read

Back to Home

Opportunities & Pipeline / Payment

Lead Scoring and Contact Engagement Scoring in Tekmatix

Lead Scoring and Contact Engagement Scoring in Tekmatix

Learn how to use contact scoring and engagement points in Tekmatix to identify hot leads, trigger automation, and personalise campaigns. A step-by-step guide to supercharging your sales and segmentati... ...more

CRM ,Opportunities & Pipeline &Workflow Actions

May 30, 20255 min read

Create a sales pipeline or customer journey

Create a sales pipeline or customer journey

Having a visual 'sales pipeline' or 'customer journey' in your business, will show you exactly what stage of the buying cycle every single lead and client is at inside your business. ...more

Opportunities & Pipeline ,Business tips

April 04, 20241 min read

How Funnels and Stage distribution widgets work

How Funnels and Stage distribution widgets work

A Funnel widget is designed to illustrate a step-by-step process in which data gradually funnels from one stage to another. This visualization is commonly employed to monitor the journey of leads or o... ...more

Opportunities & Pipeline ,Dashboard

March 12, 20243 min read

Back to Home

Reputation Management / Review Request

Lead Scoring and Contact Engagement Scoring in Tekmatix

Lead Scoring and Contact Engagement Scoring in Tekmatix

Learn how to use contact scoring and engagement points in Tekmatix to identify hot leads, trigger automation, and personalise campaigns. A step-by-step guide to supercharging your sales and segmentati... ...more

CRM ,Opportunities & Pipeline &Workflow Actions

May 30, 20255 min read

Create a sales pipeline or customer journey

Create a sales pipeline or customer journey

Having a visual 'sales pipeline' or 'customer journey' in your business, will show you exactly what stage of the buying cycle every single lead and client is at inside your business. ...more

Opportunities & Pipeline ,Business tips

April 04, 20241 min read

How Funnels and Stage distribution widgets work

How Funnels and Stage distribution widgets work

A Funnel widget is designed to illustrate a step-by-step process in which data gradually funnels from one stage to another. This visualization is commonly employed to monitor the journey of leads or o... ...more

Opportunities & Pipeline ,Dashboard

March 12, 20243 min read

Back to Home

Settings / SMS / SMTP Providers

Lead Scoring and Contact Engagement Scoring in Tekmatix

Lead Scoring and Contact Engagement Scoring in Tekmatix

Learn how to use contact scoring and engagement points in Tekmatix to identify hot leads, trigger automation, and personalise campaigns. A step-by-step guide to supercharging your sales and segmentati... ...more

CRM ,Opportunities & Pipeline &Workflow Actions

May 30, 20255 min read

Create a sales pipeline or customer journey

Create a sales pipeline or customer journey

Having a visual 'sales pipeline' or 'customer journey' in your business, will show you exactly what stage of the buying cycle every single lead and client is at inside your business. ...more

Opportunities & Pipeline ,Business tips

April 04, 20241 min read

How Funnels and Stage distribution widgets work

How Funnels and Stage distribution widgets work

A Funnel widget is designed to illustrate a step-by-step process in which data gradually funnels from one stage to another. This visualization is commonly employed to monitor the journey of leads or o... ...more

Opportunities & Pipeline ,Dashboard

March 12, 20243 min read

Back to Home

Website / WordPress / Workflow

Lead Scoring and Contact Engagement Scoring in Tekmatix

Lead Scoring and Contact Engagement Scoring in Tekmatix

Learn how to use contact scoring and engagement points in Tekmatix to identify hot leads, trigger automation, and personalise campaigns. A step-by-step guide to supercharging your sales and segmentati... ...more

CRM ,Opportunities & Pipeline &Workflow Actions

May 30, 20255 min read

Create a sales pipeline or customer journey

Create a sales pipeline or customer journey

Having a visual 'sales pipeline' or 'customer journey' in your business, will show you exactly what stage of the buying cycle every single lead and client is at inside your business. ...more

Opportunities & Pipeline ,Business tips

April 04, 20241 min read

How Funnels and Stage distribution widgets work

How Funnels and Stage distribution widgets work

A Funnel widget is designed to illustrate a step-by-step process in which data gradually funnels from one stage to another. This visualization is commonly employed to monitor the journey of leads or o... ...more

Opportunities & Pipeline ,Dashboard

March 12, 20243 min read

Back to Home

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