Contact Management - other

Articles

Store files on a contact record
Each contact record has a file box where you can store contracts, spec sheets, proposals, and more. You can store any file that is under 10 MB in size. The files are date stamped and hyperlinked so that you can retrieve them easily while viewing the...
Add a Note to a Contact Record
Navigate to the Contact Record Click on the Tasks  tab Go to the Notes section Note: The number of Notes displayed is limited to 10. You can click the View All to view all notes for the contact.  Which opens as ...
Contact Communication History
Infusionsoft keeps a consolidated record of user and system communications like emails, notes, tasks, appointments, and follow-up sequences. These interactions are date stamped and archived within the contact record. Communication history is accessi...
Web Profile
The web profile is an aggregated history of web activity stored within a contact record. You can use this information to get a snapshot of prospect and customer interests and concerns before a personal interaction. It provides details that help you ...
Restore deleted contacts and other data
Keap may be able to restore deleted or altered contact records or other data in your Infusionsoft application. Keap performs regular backups and keeps them for 90 days. The items listed below that are deleted or altered within the last 90 days may b...
Mass opt-in or opt-out contacts
When you transition to Infusionsoft from another email system, you will export contacts from the old system so that you can import them into Infusionsoft. When you import a list, you must confirm that you have received prior permission to send email...
Linked contacts
Alert ! The Linked Contact feature is only recommended for very specific situations. This feature is rarely an ideal way to group contacts together. Tags are the ideal way to group your contacts in Infusionsoft. Some businesses need to track non...
Reassign contacts to another user
Note: You will need the proper permissions to change the owner drop-down menu Reassign an Individual Contact Record While viewing a contact record, select a user from the owner  drop-down menu. Click on the Save  button to a...
Manually Opt-Out or Opt-In contacts in Infusionsoft
Your contacts are able to manage their own subscriber status through the custom unsubscribe / opt-out links in broadcast and campaign sequence emails. When a contact clicks on the link, they are able to opt-out of all of your email marketing or just...
Smart Lists - auto segment contacts
Infusionsoft uses Machine Learning to automatically group your contacts into actionable up-to-date lists, saving you time and offering you insights.  With a simple search, you get list of contacts that may have email address typos, contacts tha...
Contact Record Accurate Email History
You can view your accurate email history including a copy of the exact email sent from a contact record. The contact email history contains emails attributed to a contact record via the Gmail sync or Microsoft email sync.   1. Locate a cont...