Madsen, Amanda

These permissions determine how a user can interact with referral partner records. To access these User Permissions, go to Admin > Users and click Edit Permissions next to the user you would like t...

These permissions determine how a user can interact with opportunity records which are used to track and manage a direct sales process. To access these User Permissions, go to Admin > Users and cli...

These permissions determine how a user can interact with company records. The company record links multiple contacts to a single company account. The company record is used most frequently in a B2B...

These permissions determine how a user can interact with contact records inside of Max Classic. To access these User Permissions, go to Admin > Users and click Edit Permissions next to the user tha...

Admin: Users added to this group can access all settings and features in your account with very few restrictions. Sales Rep: Users added to this group can own opportunity records. Users that are no...

When you add a new user to Max Classic, the system automatically grants them global permissions. These permissions should be set for the minimum level of access you want to grant to every new user....

When you import a list, you are able to populate multiple Keap fields with data from one Keap field. For example, you can use the address data in your spreadsheet to populate both the Billing and t...

If you work with credit card data (or any other data that is stored as a long string of digits in Excel), you've probably noticed that Excel converts these long strings of digits into scientific no...

After you import a list of contacts into Infusionsoft, you may need to  view the list, run Actions on the list of people you imported, or delete  the list so you can fix data issues and import agai...

If you sell to business accounts, you may want to create and use company records to link together the contacts who work for the company and to see an account activity summary. There are 2 options f...