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Created on: 04/29/2019
in Articles CRM With Zapier, you can create automations called Zaps, set up in minutes with no coding needed. Each Zap has one app as the Trigger, where your information comes from and which causes one or more Actions in other apps. Bring all of your apps toge...
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Created on: 04/23/2019
in Release Notes Redemption Page for Zapier 90 Days Free Offer Maximize Infusionsoft by Keap with Zapier We're excited to announce our partnership with Zapier. Bring all of your apps together, and manage it all in Infusionsoft by Keap. Try it free for...
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Created on: 04/12/2019
in Release Notes Checkout pages With checkout pages, small businesses using Infusionsoft by Keap’s E-Commerce platform can customize a web page with their product or service and let customers buy directly online, without ever having to get on the phone. ...
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Created on: 04/09/2019
in Articles Integrations See all of your emails in the contact record view, giving you the most comprehensive, up-to-date communication trail possible. There are a few ways to setup your email sync. Sync setup through your profile From the top back bar, hover over ...
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With checkout pages, small businesses using Infusionsoft by Keap’s E-Commerce platform can customize a web page with their product or service and let customers buy directly online, without ever having to get on the phone. Setup Checkout ...
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Created on: 03/20/2019
in Release Notes Subscription details View your contacts’ subscription details from the Contacts page, on the Orders tab. For more information, click here ...
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To create a commission program review this article, " Create a commission program " Add a commissions program to your referral partner Go to CRM > Referral Partners in the main navigation menu Click " New search " ...
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When a quote is: Sent = quote email is sent Viewed = quote is viewed online Declined = quote is declined Accepted (Payment options unavailable) = accepted with no payment required Accepted (Payment options available, will pay later) = accepted...
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Notification Emails A notification email is sent to the contacts owner (or default owner) when a quote is: Declined Accepted or Paid Quote statuses If your customer declines the quote, their page is ref...
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Setting up a new settlement option Click on " Settings " in the menu on the left-hand side of the page Click on the " Settlement Details " tab To link a bank account for direct transfer or receive a paper check ...