Madsen, Amanda

Click on the link below to navigate to the "how to export" documentation of the particular vendor. Most CRM software providers offer a method for exporting data into a CSV (Comma Separated Value) f...

When do I use custom fields and when do I use tags?There has always been ambiguity surrounding this question, with vague definitions and unique use cases, and a long list of exceptions. I hope this...

After you export data from your current system(s), clean it up before importing it into Infusionsoft. Data must be in a .CSV format which is the only acceptable file type. Here are a few recommenda...

You can use the import tool to mass update a list of contacts. For example, you may need to add different country information to all of your existing contacts.You can export a list, add each person...

From the Data Import area, you can upload your lists of contacts, companies, products and tags. You can also use this feature to update existing contacts.Files larger than 10 MB cannot be uploaded....

Partners can be granted access to an app to work with a client; for example, when working with an Expert Coach or Keap Certified Partner. Note: Partner users do not use or require a user license fr...

A round robin is a set of distribution rules based on numeric logic. You can use a round robin to automatically assign users as owners of specific contact records, and to distribute new opportuniti...

A user team consists of "managers" and "users". A manager has access to the records (contact, opportunity, etc...) of the users on their team. For example, if you have multiple sales teams, you may...

Note: Click here if you want to delete (deactivate) a user.Go to Admin > Users. Select Inactive from the drop-down to quickly locate the user that you want to reactivate. Click the user name (link)...

It's not possible to delete user profiles, but you can deactivate them to remove access and free up the user profile for another user.Deactivate a user profileCancel a new user invitationFAQDeactiv...