CRM Reports & Settings

Articles

 CRM Settings Overview
CRM settings in Infusionsoft allow for the configuration of tags,  tag categories, lead scoring and custom choices. ...
 CRM Reports Overview
Reporting on your contacts key activities is crucial to understanding the direction of your business. Where it is, and where it should be. Here you can review reporting on your Referral Partner activities, as well as Sales metrics driven almost exclusively by your opportunities. With these, reports you get a birds-eye view of how your business is performing.