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Published On: 09/30/2019
in Marketing Deliverability What is a spam bot? A Spam Bot is a computer program designed to assist in the sending of spam. It is often a submission to a database that is created autonomously from a third party. The more sophisticated the spam bot, the more difficult it is ...
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Created On: 09/25/2019
in Getting Started Features
Max
Ultimate
Max Classic
SOFTWARE
CRM ✓ ✓ ✓ Contact Management
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Contact Segmentation (tags)
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Saved searches/filters/contact lists
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The MyNav portion of the navigation pane lets you bookmark top used features for easier access. These might include such items as Basic Training with resources to get you started using Infusionsoft, and shortcuts to make you more productive, getting where you need to be in less time.
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You can create and send quotes directly from the contact record inside your application. Your browser does not support HTML5 video. ...
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You can create orders, send invoices, and process payments directly from the contact record inside Max Classic. Your browser does not support HTML5 video. ...
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Created On: 09/06/2019
in Administration Admin Reports Your browser does not support HTML5 video. ...
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Your browser does not support HTML5 video. ...
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You may have users in your application that need different permissions based on their job title or function. Max Classic makes it easy to set and even clone these permissions to other users saving you time and effort in getting the right people the ...
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You can add new users, deactivate users, add Partners, and edit permissions for your current user profiles. Your browser does not support HTML5 video. ...
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Billing and Accounts is where you see information related to your account with Keap. You will find your current Infusionsoft plan and pricing with upgrade options to increase your contacts, add user, and to see usage for the current billing cycle.