Manage Tasks And Appointments In Infusionsoft Sync For Gmail

Introduction

Follow the instructions below to manage tasks and appointments in Infusionsoft Sync for Gmail

 

Step-by-Step Instructions

  1. Select the person you want to add a task or appointment for.

     

  2. Click the Add a task link under the Pending tasks & appointments header.

     

  3. Choose Task or Appointment.

     

  4. Fill out the Task or Appointment details and click the Save button.