Anytime there is more than one user working opportunities, creating a round robin can assist in the automated assignment of new opportunities. For this recipe, we are going to build a round robin for two sales reps that automatically assigns new opportunities one at a time when someone has submitted a web form on our website.
Month: April 2025
Infusionsoft Cookbook – Chapter 5.2 – Working Sales Opportunities
No matter what kind of process pipeline has been created, the act of “working” an opportunity record is the same every single time. By building this workflow into our habits, it ensures that nobody slips through the cracks and that there is a very clear digital paper trail of the actions taken to work the opportunity.
Infusionsoft Cookbook – Chapter 5.1 – Setting Up A Sales Pipeline
Having a system to reliably collect and distribute leads from inbound phone calls is critical for a well-oiled sales machine. This is also very important for any print media where the call to action is to call the company because it ensures easy ROI tracking. The context behind why someone might call is important, so for this recipe let’s pretend people are calling in to schedule a free consultation from an ad. Having a system to reliably collect and distribute leads from inbound phone calls is critical for a well-oiled sales machine. This is also very important for any print media where the call to action is to call the company because it ensures easy ROI tracking. The context behind why someone might call is important, so for this recipe let’s pretend people are calling in to schedule a free consultation from an ad.