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Get More Out of Infusionsoft With macanta

Author
Wes Schaeffer, The Sales Whisperer®
Published
Fri 27 Oct 2017
Episode Link
https://crmsushi.libsyn.com/get-more-out-of-infusionsoft-with-macanta

http://ReferWes.com

http://BestCRMForMe.com

  • macanta sits on top of Infusionsoft
  • Came out as a real-world assignment from a client of his
    • They had Infusionsoft and an enterprise billing system
    • They needed a single interface
  • Set permissions for users
  • Create Saved Searches
    • Contacts
    • Opportunities
    • Tasks
  • Lock Tags to limit mistakes by inexperienced users
  • Make recorded calls from inside macanta
  • Infusionsoft is contact-centric

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