Integrate with Gmail or Outlook. Manage your tasks and calendar
Our new Email Sync connects Keap with your existing Microsoft 1 or Gmail email account. Incoming and outgoing emails exchanged with your IS contacts automatically sync to your client records, so you can quickly search and view your interactions a...
The My Day section of Infusionsoft helps you stay on top of the Tasks, Appointments, and “next actions” that keep your business organized, your follow up on schedule, and your deals on track.
Each Keap user can track their tasks and appointments through Keap. You can allow users to view each others calendars and tasks by editing their user permissions . Keap may also automatically assign tasks or appointments as part of your camp...
Each Keap user can track their tasks and appointments through Keap. These are individual calendars, not a group calendar. You can allow users to view each others calendars and tasks by editing their user permissions. Keap may also automatically assi...
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.
Sandbox Application Sandbox accounts are typically used by developers providing on-going maintenance and services to their app (integration, add-on, plug-in, etc.) or for initial development. Some of the functionality of the sandbox applications ...