Users · Permissions · Importing & Merging Contacts · HIPAA · GDPR
Add legacy template branding and your company logo so they feed into emails, web forms, landing pages, and thank you pages.
Review your current plan and pricing with upgrade options to increase your contacts, add users, and to see usage for the current billing cycle.
Allows you to add new users, deactivate users, add Infusionsoft Partners, and edit permissions for any of your current users.
Importing data is easy from the Data Import area. Here you import your data files for contacts, companies, products and tags.
View and modify user permissions.
Modify existing records, check for duplicates, merge duplicate contacts and view or roll back previous imports.
Configure HIPAA and GDPR settings