-
Last Updated: 08/11/2020 in Release Notes
We’re introducing Infusionsoft Analytics, offering major improvements to Keap’s Contact Record, and adding … Record and Activity Feed Smart Forms added to Grow Keap Mobile Updates: Mobile App available … Analytics beta Campaign Builder Preview Task Outcome Automation (coming soon) Keap Updates: New Contact
-
Last Updated: 09/24/2020 in E-Commerce Financial Reporting
The credits issued report will contain any manual credits you have recorded along with any refunds you … If you issue a refund or credit outside of Infusionsoft, be sure to record this in Infusionsoft if you … report.
-
The call log report produces a detailed list of note records that an Individual sales rep or a sales … tab, you can filter by a specific user or a team of users The results displays links to the note records … Go to CRM > Reports in the main navigation Click Sales Click Call Log Report You can filter the
-
Last Updated: 04/14/2023 in CRM Contacts Merge Contacts
in the older (original) contact record, based on the records' ID numbers. … The auto-merge will take information from the newer contact record and use it to update the information … Choose an Auto Merge Option: Merge Duplicate Contact Records By Overwriting Old Data With New Data :
-
Last Updated: 04/13/2021 in CRM Contacts Manage Contacts
notes on the contact record. … Export Person Notes Person Notes is located at the top of the contact record under the Person Notes tab … Report Export the report NOTE: The Call Log Report does not export the description details of
-
Last Updated: 04/14/2021 in E-Commerce Financial Reporting
The credits issued report will contain any manual credits you have recorded along with any refunds you … If you issue a refund or credit outside of Max Classic, be sure to record this in Max Classic if you … report.
-
Last Updated: 04/14/2023 in CRM Contacts Merge Contacts
The center displays what the contact record will contain after the merge. … Choose a merge option: Merge & View Contact : Completes the merge and takes you to the new Person Record … on the View Duplicate Contact Records link Click on Manual Merge beside one of the duplicates to
-
Last Updated: 04/14/2021 in CRM Contacts Manage Contacts
record to link to this contact. … You can create contact record relationship links in Max Classic. … While viewing a contact record, click on the Linked Contacts tab in the top row Search for a contact
-
The revenue reports are based on the value of the product interests recorded in opportunity record s … direct sales team through opportunity records. … the product /subscription program tab of an opportunity record.
-
Add contacts to a campaign from their contact record From a contact record, scroll down to the second … In the second drop down select the sequence to add the contact to. … Automatically add someone to a campaign Goals dictate how contacts are added to a campaign.
-
Last Updated: 11/18/2022 in Bulletin
Save the contact record. … captures the time zone in the contact record. … record above the tags section.
-
action date in the opportunity record. … The call history summary report lists the number of phone call notes that an individual sales rep or … If you use this report, your reps should schedule calls by creating notes, in addition to using the next
-
Last Updated: 02/12/2024 in CRM Contacts Manage Contacts
Able to Restore Unable to Restore Contact Records Legacy Templates Merged Records Email Templates … Almost everything from the contact record is permanently purged, only the standard contact fields are … What type of records need to be restored? E.g., Contacts, Campaigns, Opportunities, etc.
-
Last Updated: 03/11/2020 in CRM Contacts Manage Contacts
Record While viewing a contact record, select a user from the owner drop-down menu. … up to 20 contact records at a time. … a list of contact or opportunity record s using a numerical logic.
-
Last Updated: 04/14/2021 in CRM Companies
Assign a Contact to a Company From a Contact Record Open the contact record. … Assign a Contact to a Company From a Company Record Do a contact search from CRM > Contacts by entering … Click the Select link next to the company that the contact should be assigned to.
-
Last Updated: 04/14/2021 in Marketing Deliverability
Does the contact record have a valid email address in their contact record? … Check that they have the correct tag applied to their contact record. … record to make sure they meet the criteria.
-
Last Updated: 03/19/2021 in CRM Contacts Merge Contacts
of creating a new contact record. … Keap does not automatically merge contact records together. … If this is the same as what is on an existing contact, Keap will update the contact record with any new
-
open the contact record that you would like to resend the email to. … If a contact needs a campaign sequence email resent to them, follow the instructions below Find and
-
Last Updated: 06/12/2023 in Marketing Marketing Reports
It does not include deleted contacts, which may result in a difference between the total number of records … This report includes all existing contacts who have received the selected step (e-mail, voice broadcast … shows contacts that have received an item from an automated sequnce in one of your campaigns.
-
Last Updated: 05/14/2020 in E-Commerce Orders & Quotes
record the quote was sent from. … The payments must be recorded manually. … Notification Emails A notification email is sent to the contacts owner when a quote is: Declined