Manage Contacts

Articles

 Contact Record Overview
A brief overview of the contact record in Infusionsoft.
 Contact Record Quick View
A video demonstrating the contact record quick view functionality - a customized view of your contacts most important data fields.  ...
Create a contact record
There are several ways to create contact records in Infusionsoft. This is the quickest and simplest option for creating individual contact records.  Manually add a new contact to Infusionsoft Click the ( + ) icon at the top right of any Infu...
Delete a Contact Record
Delete a Contact Record Customers are going to engage with your business in many ways.  Your full contact list is used for tracking all of the different interactions your have with customers and is very important to your business.  You ca...
Mass update a list of contacts
With Infusionsoft by Keap you can mass update a field for a list of contacts. This works well when you need to add a common field to all contacts on a list; e.g., all contacts need the same country or lead source id. Navigate to CRM > Contact...
Mass update a specific field for a list of contacts
Go to CRM > Contacts and search for the contacts you want to update Select the desired contacts to be updated, by selecting all, or individually selecting eligible contacts Once you have your list, click on the Actions button and selec...
Update Contacts with a CSV
You can use the Infusionsoft 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's country information to it, and...
Mass update contacts with a spreadsheet CSV File
You can use the Infusionsoft Modify Existing Records Import tool to mass update a specific list of contacts. This mass update option allows you to update a group of existing contacts. For example, you may need to add country information to all of yo...
 Contact Lead Scoring Overview
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 Export Contacts From Infusionsoft
If your user permissions allow, you can export contacts and other types of data from Infusionsoft. The data exports to CSV   file format. The example below shows how to export a contact list. You can use the same steps to export referral pa...