Getting Started

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CRM overview
The Customer Relationship Management, or CRM area, contains all the customer related items including contacts, companies, opportunities, referral partners, visitors, and Zapier Integrations. This is where you can see your promoters, raving fans, and...
Keap Product Family Feature Comparison
Features Lite Pro Max Max  Classic  Organize Leads Contact Management ✓ ✓ ✓ ✓ B2B Management ✓ ✓ ✓ ✓ Opportunity Records ✓ Contact Segmentation (tags) ✓ ✓ ✓ ✓ Saved searches/Filte...
I Just Purchased Max Classic and Need to Set it Up for the First Time
Review the Basic Getting Started Guide First, review the basic getting started guide for all new Max Classic users in order to learn the basic concepts in Keap. Please note! Most of features described in this article require you to have Adm...
 I'm New and Just Want to Learn the Basics
New to Max Classic or looking to do something new? Check out our webinar series here . Sign in to Keap After you set up your Keap ID, go to signin.infusionsoft.com to sign in with your email address and password. Here is a full step by s...
Set up products, a merchant account, and billing automation
Pro-Tip! Click here to know what to do if you are changing an existing merchant account! Choose a merchant account Sign up now for WePay or choose from one of the alternative merchant account offerings . You can also use PayPal Expres...
Create Orders and Set Up Order Forms and the Shopping Cart
Create Manual Orders There are several ways orders can be created in Max Classic: (Manually) Creating an order by hand in the contact record (Automatically) Using order forms, the shopping cart, or with a 3rd party integration. The video bel...
Set Up and Manage Your Sales Team
Important ! In order to be able to see and manage opportunity records, an admin must add you to the Sales Rep group! Watch the Opportunity Management Overview Video Watch the Plan Your Sales Stages Video Edit the...
 Lifecycle Marketing
Customize your sales and marketing strategy based on three stages of Lifecycle Marketing - Keap's proven framework for capturing leads, increasing sales and creating lifetime value for your customers.  While these videos are a few years old...
Grant access to Keap Support
You can grant temporary access to your account to a Keap employee from within your Infusionsoft application. This is done when working with a Support representative to resolve application issues. Once granted access, the representative will be able ...
Set Up Campaigns, Emails, Landing Pages and Report Marketing ROI
Email Builder Choose from a wide selection of hand-made email templates, or build it from scratch using our Email Builder tool. Send an Email Broadcast Send an immediate or scheduled marketing email to your contacts. It's suggeste...
Marketing Overview
The Marketing area includes Campaign Builder, Email & Broadcasts, Lead Generation, templates and more. This is where the heart of your marketing lives! ...
Campaign Builder Overview
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Email Builder Video Overview
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