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How to Create Custom Fields in Infusionsoft

Custom fields are used to store contact information that is specific to your business. The Infusionsoft software already has some generic data fields that users can apply to their contacts, including phone number, email address, street address, website, etc. But if you want to include different information for one orRead More

December 29, 2015 , , , , , Customer Relationship Management 3 Comments »
partnership

Video: Creating Referral Partners In Campaign Builder

Does your business have a referral system in place? If not, you are missing out on one of the easiest ways to acquire new customers and boost your overall sales. A referral system allows business owners to provide their existing customers with incentives for referring new customers. For instance, aRead More

July 10, 2015 , , , , , , , , Customer Relationship Management, Video 3 Comments »

Infusionsoft Tags vs Custom Fields: Which Should I Use?

One of the many reasons why Infusionsoft is the preferred choice of customer relationship management (CRM) software is because it allows for deep-level customization of contacts. Rather than simply building a single, massive list of contacts, you can split it up into several groups based on behavior, country of origin,Read More

June 16, 2015 , , , , Advertising and Marketing, Customer Relationship Management, Technology and Computing Comments Off on Infusionsoft Tags vs Custom Fields: Which Should I Use?