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Infusionsoft Cookbook

Infusionsoft Cookbook

By : Sokol
4.9 (11)
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Infusionsoft Cookbook

Infusionsoft Cookbook

4.9 (11)
By: Sokol

Overview of this book

Infusionsoft is an all-in-one software-as-a-service (SaaS) for small business sales and marketing. It empowers businesses with the same level of automation and personalization that were previously only available to large corporate enterprises with deep pockets. You can easily manage customer relationships, target communications in an automated manner, and sell their products/services online effectively. Starting with recipes on the general setup and core competencies related to Infusionsoft, you will then learn about tools to enhance user experience. Further on, you'll dive deep into different strategies to attract, sell, and wow your customers. You’ll also explore different ways to manage administrative tasks and reporting, which are crucial to perform better workflow management. Later, you will become proficient in lead generation and lead management, referral management, report generation, and working with the campaign builder. Finally, the book closes with unsupported ninja hacks to take your business strategies into the stratosphere!
Table of Contents (12 chapters)
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11
Index

Working sales opportunities


No matter what kind of process pipeline has been created, the act of "working" an opportunity record is the same every single time. By building this workflow into our habits, it ensures that nobody slips through the cracks and that there is a very clear digital paper trail of the actions taken to work the opportunity.

Getting ready

In addition to being logged into Infusionsoft and inside a specific account, we need to be looking at an opportunity record.

How to do it...

  1. Beneath the Next follow-up action: section, click on the + Add a note about your last action link:

  2. In the What did you do? section, leave concise notes about the action that was taken to forward the opportunity:

  3. Check the Do you want to change it? box beneath the notes we just left.

  4. Leave notes for our future self about what needs to occur next. The more detail and context we can provide the better:

  5. Using the calendar dropdown, select the date we plan to perform the action we just declared:

  6. Using the dropdown...

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Infusionsoft Cookbook
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