Contacts

Articles

Contact overview
Add contacts Click "Add a contact" button to enter your contacts details, including First Name, Last Name, email, phone, and "Contact Type". For more information for adding a contact click here For more information rega...
Add contacts
Manually Add a New Contact to Infusionsoft Click Contacts from the left navigation Click Add a contact button located in the upper right corner. Simply enter the contact information and select their "Contact type", to l...
Contact activity feed
Every contact record displays an "activity stream" that shows all of the communication events that have taken place recently.  The activity stream includes: emails tasks notes campaign history ...
Creating and managing customer lists
You can filter your contacts based on specific criteria or create a Contact List with that specific criteria, which will allow you to quickly take action  (i.e. "Potential leads" - follow up , sending email, etc.) Filter Contacts ...
Contact deal card display
The Deal card allows you to quickly get the information you need about your customer and their associated deal in an easy-to-find format. Search for a contact that is associated with a deal The Contact record will display a deal card ...
Prepare import
After you export data from your current system(s), you should take time to clean it up before importing it into Infusionsoft. Data must be in a .CSV format; it’s the only acceptable file type. Here are a few recommendations that will help your...
Import contacts
Download this sample .csv file Import your csv file Before you import, make sure that your data is in CSV (comma delimited) file format and that they have been properly prepared . Click Contacts  from the left-hand panel Click t...
Custom field types
You can add up to 100 custom fields for contact records. The "field type" you choose should correspond with type of data you want to store in a way that satisfies your end-goal for the data (i.e. reporting, merge field, etc.) Below, is a c...
Create custom fields
One size rarely fits all - and that’s why your contact records are customizable. Add up to 100 custom fields, edit or hide existing fields, and create sections to organize the record in a way that makes sense for your business How to add...
Export contacts from Keap
Easily export all of your contact data, including custom fields. From the contact page, select the desired contact(s), click export, then download the .csv file. First, click on Contacts in the left panel and pull up a list of contacts. Click h...
Send a one-off email to a contact
Send customized emails directly from your contact record. Add attachments, sign off with your personalized signature, and use the rich text editor to format the email. Send a one-off email Search for a contact From the email tab click "...
Contact type field & associated lists
You can label your contacts as "Customer" "Lead" or "Other" by using the "Contact type" drop down. Easily see your Customers vs Leads with the Default Customer List and Default Lead list. Default lists C...
Apply a tag to a contact record
Follow these instructions to manage tags on a contact record: Search for a contact record Click " More " Followed by " Tags" If you are looking to see if a specific tag has been applied to the contact record, you...
Apply or remove tags to a list of contacts
From the left navigation click  Contacts   Select the contacts you want to apply or remove tags Contact List New Filter Once you have the list of contacts, check the top checkbox i.e All contacts Once you have...
Manually start sequence from contacts
Contact Record On the contact record (or from the list view)  Click "Add (contact's name) to campaign" Select the campaign to which you want to add the contact If there is only  one sequence in th...
Add contacts - follow up with customers
Promptly follow up with your new contacts with an email sent directly from their contact record. Select an email template, customize it if you’d like, and schedule it to send immediately or the next business day. Send Follow-up, Introductio...
QuickBooks Online (QBO) Contact Import
Integrating your business tools just got easier with QuickBooks Online (QBO) import. Once you connect, any new QBO contacts will automatically be tagged and added to Keap. Click Contacts  in the left-hand navigation panel Click Import ...