New Articles

  1. Call Log Report New

    The call log report produces a detailed list of note records that an Individual sales rep or a sales team has completed within a specific period of time. If you use this report, your reps should schedule calls by creating notes. Go to CRM > Re...
  2. Call History Summary Report New

    The call history summary report lists the number of phone call notes that an individual sales rep or a sales team has completed within a specific period of time. If you use this report, your reps should schedule calls by creating notes, in addition...
  3. Campaign Dashboard Widget

    Create a Campaign Dashboard Widget to Gain Insight into Your Campaign Open a campaign that you have already published On the top-right of the canvas, click on the Actions  button and select the first option, Create Reporting Widget... ...
  4. Subscription Revenue Summary

    This report could be best described as a quick pulse-check on your active subscriptions. It simply shows (based on the criteria that you set in the Edit Criteria/Columns ): Number : The number of times the subscription has been billed Amt : Th...
  5. Shipping & Fulfillment

    $(document).ready(function() { //ES6 'let' loop yo for (let i = 1; i < 6; i++) { $('.link' + i).click(function() { $('.links').removeClass('active'); $('.pages').removeClass('active'); $('.link' + i).addClass('a...
  6. Promotions

    $(document).ready(function() { //ES6 'let' loop yo for (let i = 1; i < 6; i++) { $('.link' + i).click(function() { $('.links').removeClass('active'); $('.pages').removeClass('active'); $('.link' + i).addClass('a...
  7. Shopping Cart

    $(document).ready(function() { //ES6 'let' loop yo for (let i = 1; i < 7; i++) { $('.link' + i).click(function() { $('.links').removeClass('active'); $('.pages').removeClass('active'); $('.link' + i).addClass('a...
  8. Order Forms

    $(document).ready(function() { //ES6 'let' loop yo for (let i = 1; i < 5; i++) { $('.link' + i).click(function() { $('.links').removeClass('active'); $('.pages').removeClass('active'); $('.link' + i).addClass('a...
  9. Ecom Products

    $(document).ready(function() { //ES6 'let' loop yo for (let i = 1; i < 4; i++) { $('.link' + i).click(function() { $('.links').removeClass('active'); $('.pages').removeClass('active'); $('.link' + i).addClass('a...
  10. July update 2019 | Infusionsoft by Keap

    Enhanced experience for email history You can now access email history from your email preview, and see your merge fields display as intended, giving you a better view of what your recipients will see. Also, enjoy email history visual improvem...