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.
Tag: Users
Infusionsoft Cookbook – Chapter 1.6 – Creating New Users
As a small business grows, there is a need to add more users to Infusionsoft.
Infusionsoft Cookbook – Chapter 1.3 – Connecting Your Facebook and Twitter Accounts
Infusionsoft can leverage your Facebook & Twitter account in the following two ways:
➡ First, you can post an e-mail broadcast, landing page, or web form out to your account
➡ Second, you can point a Social snippet inside an e-mail to your account and build your social network
Connecting your Facebook & Twitter account to your user profile ensures you can maximize the social functions within the program.
Infusionsoft Cookbook – Chapter 1.2 – Configuring Your Calendar
Each user has a calendar that will show any scheduled tasks, appointments, or sales opportunities. The calendar settings can be configured to ensure smoother daily operations.
Infusionsoft Cookbook – Chapter 1.1 – Setting Up Your User Signature
Each user inside Infusionsoft has their own profile that contains a customizable signature, which can be merged into automated communications, such as letters and e-mails. Having a user’s signature set will save time when configuring those communications.