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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

Cleaning up duplicate contact records


The previous recipe will only return a list of contacts the system thinks may be duplicates. It is still necessary to merge any duplicate records found.

Getting ready

We need to be logged in to Infusionsoft , inside a specific account, and have already performed a duplicate check.

How to do it...

  1. Hover over the main navigation and in the Admin column, select Data Cleanup:

  2. Click on View Duplicate Contact Records:

  3. On the duplicate results screen, in the left column, click on Manual Merge.

  4. This will display three columns. The left and right columns will show the available data in the duplicate records.

  5. The center column consists of the data that will be merged into the resulting contact record. We can click on the arrows either side of this column to move data:

  6. When we have selected the data to be merged into the resulting contact record, at the bottom of the page, click Merge & Return to Search:

  7. On the alert that displays, click on OK to merge the records and...

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Infusionsoft Cookbook
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