TekMatix Help Articles
Afilliates / Appointment
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, 2025•5 min read
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, 2024•1 min read
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, 2024•3 min read
Blogs / Calendars / Campaign
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, 2025•5 min read
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, 2024•1 min read
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, 2024•3 min read
Course / CRM / Chat Widget
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, 2025•5 min read
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, 2024•1 min read
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, 2024•3 min read
Compliance / Custom Fields
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, 2025•5 min read
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, 2024•1 min read
Dashboard / Domain
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, 2025•5 min read
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, 2024•1 min read
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, 2024•3 min read
Email Builder / Email Deliverability
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, 2025•5 min read
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, 2024•1 min read
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, 2024•3 min read
Form / Funnels
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, 2025•5 min read
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, 2024•1 min read
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, 2024•3 min read
Google My Business / Integrations
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, 2025•5 min read
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, 2024•1 min read
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, 2024•3 min read
Invoices / LC Email / LC Phone
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, 2025•5 min read
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, 2024•1 min read
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, 2024•3 min read
Memberships Area
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, 2025•5 min read
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, 2024•1 min read
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, 2024•3 min read
Opportunities & Pipeline / Payment
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, 2025•5 min read
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, 2024•1 min read
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, 2024•3 min read
Reputation Management / Review Request
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, 2025•5 min read
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, 2024•1 min read
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, 2024•3 min read
Settings / SMS / SMTP Providers
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, 2025•5 min read
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, 2024•1 min read
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, 2024•3 min read
Website / WordPress / Workflow
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, 2025•5 min read
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, 2024•1 min read
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, 2024•3 min read
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