How to Use Your CRM: Capture Leads, Organize Contacts, Automate Follow-Up & Get Paid with Invoicing Learn five practical ways to use the CRM inside the Notary Marketing Solution system to manage inquiries, stay organized, follow up with customers, and get paid. Watch It Here: https://www.skool.com/notary-marketing-solution-9799/classroom/60454d26?md=d83d1d9f521d4c42bed18adec8ea4312 What You’ll Learn 1. Capture New Leads Collect inquiries through chat widgets, forms, call tracking, and texting so you can keep track of potential customers. 2. Add Contacts on the Go Use the OCR business card scanner in the Lead Connector app to scan business cards and add contact information to your CRM. 3. Organize Your Contacts Use notes, tags, and filters to organize records and separate customers and leads into useful groups. 4. Stay Consistent with Follow-Up Manage tasks, pipelines, opportunities, appointments, and automations to keep your follow-up moving. 5. Send Invoices and Get Paid Great Training @Jon Muranko !

Many of you are just starting to dive into the invoicing system on the NMS platform and I am glad you are. I have been using it for sometime and have enjoyed all it has to offer. And i have a live example of how I use it . In the images below you can see how I add a "Product" and I will tweak the name of the product in the invoice to match the work I am doing and I will also add more information in the description below the product name. Second you can see the Subtotal Section and how I am using the "Discount", "Payment", and the "terms and notes section. In this example I wanted 50% down to start the project, and then the remaining 50% will be due when I ship the completed project to the client. And also gave him a multiple document discount of 5%. Last in my Terms & Notes section I have my terms, a project outline and T&C's - All sales are final. Drop some comments below about how you are using invoicing or maybe some feedback on this idea. Jim

Find Jon training from 8/22/26 - enjoy! https://www.skool.com/notary-marketing-solution-9799/classroom/60454d26?md=8a065cb6fe914a9394d147fc37f05693 Comment below!

Hey Notary Marketing Solution Community! 👋 Google has officially started rolling out Google Tell Maps, an AI-driven update to Google Maps that makes updating business information conversational and fast. Why should mobile notaries and signing agents care? - Effortless Profile Updates: You can now suggest edits and updates to your Google Business Profile or local listings conversationally using "Ask Maps" or the Contribute tab. - Photo-Based Hours Updates: Snapping a photo of new office or storefront hours lets Maps auto-detect the changes and prompt you to confirm before submitting. - Local SEO & Visibility: As local search expert Darren Shaw noted, community interactions and conversational tips may serve as relevance signals in search and AI results over time. As mobile notaries relying heavily on local search and Google Business Profiles, keeping your listing updated and optimized is key to staying competitive. Have you seen the "Ask Maps" or "Tell Maps" feature pop up in your app yet? Let us know how you plan to use it to optimize your notary business!

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