Edit Deal Details
Click on a deal to add notes, send emails, manage the contacts, and manage team members attached to the deal.
Delete a Deal
Click the "..." and hit the Delete button.
Move a Deal
Click on a deal and drag it over to another stage.
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- Apply or Remove a Tag in a Sequence
- View Your Campaigns
- Create a Web Form
- Download Free Campaigns
- Set Up an Email Confirmation Sequence
- Set Up Decision Diamonds
- Start a Campaign When a Tag is Applied
- Automatically Apply a Note in a Sequence
- How to Test Your Decision Diamonds
- Do Something Automatically When a Link is Clicked
- Automatically Create a Task in a Sequence
- Workflow Assistant - Guided quick setup
- Do Something Automatically When a Task is Complete
- Automatically Assign An Owner in a Sequence
- Automate Something When the API is Called
- How to Build a Looping Campaign
- Send an HTTP Post in a Sequence
- Republishing Campaigns FAQ
- Set the Value of a Field in a Sequence
- Sequence Timers Overview
- Delay Timers
- Date Timers
- Field Timers
- Why Are Contacts Queued In My Campaign
- Campaign Merge Fields
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- Landing Pages - Choosing a Template
- Add a Custom Favicon to a Landing Page
- Landing Pages - Design And Configure
- Landing Pages - Managing Color
- Landing Pages - Adding Anchors
- Landing Pages - Applying Tags
- Landing Pages - Launching
- Landing Pages - Custom URL Parameters
- Landing Pages - Hidden Fields
- Landing Pages - Archive Templates
- Landing Pages - Mobile Editing
- Landing Pages - WordPress Plugin
- Publish A Landing Page To A Custom Domain
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- Add an Emoji to Your Email Subject Line
- How to Send an Email Broadcast
- How to Add Contacts to an Email Broadcast
- How to Design an Email Using the Email Builder
- View the Email Broadcast Report
- A/B Test Broadcast Emails
- Best Send Time for Broadcasts
- Check Your Email for Spam
- Broadcast Email Builder
- HTML Block
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- Contact overview
- Add contacts
- Contact activity feed
- Creating and managing customer lists
- Contact deal card display
- Prepare import
- Import contacts
- Custom field types
- Create custom fields
- Export contacts from Keap
- Send a one-off email to a contact
- Contact type field & associated lists
- Apply a tag to a contact record
- Apply or remove tags to a list of contacts
- Manually start sequence from contacts
- Adding personalization with merge fields
- Add contacts - follow up with customers
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- Infusionsoft Payments FAQs
- Infusionsoft Payments Canada FAQs
- Infusionsoft Payments UK FAQs
- Payments - Why Do You Need My Social Security Number?
- Payments - Who Is WePay?
- Will Using Infusionsoft Payments Affect My Taxes
- Payments - Why Was My Withdrawal Cancelled Or Charged Back?
- Payments - Why Isn't My Balance Fully Available
- Log In To The Infusionsoft Payments Merchant Center
- Completing Infusionsoft Payments Account Setup
- Setting Up Settlement Withdrawals In The Infusionsoft Payments Merchant Center
- Multi-Factor Authentication For Infusionsoft Payments Merchant Center
- Download Payment And Settlement Reports In Infusionsoft Payments Merchant Center
- Issuing A Refund Within Infusionsoft Payments Merchant Center
- Handling A Charge-back Within Infusionsoft Payments Merchant Center
- Infusionsoft Payments Setup Guide
- Updating Infusionsoft Payments Merchant Center Email And Password
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- Acceptable Use Policy - Quick Reference Guide
- Cold Email Throttling
- Configure Your SPF Records
- DMARC May Impact Your Deliverability
- Email Address Whitelisting
- Email Compliance Remediation Process
- Explicit Permission
- How Your From Address Affects Email Deliverability
- Importing Subscribers
- Invalid Hard Bounces
- Protect Your Web Form From Bot Attacks
- Spam Traps
- Spam Complaints
- URIBL Greylisting
- DKIM
- Infusionsoft Email IP Range
- How to Avoid Content Filters
- How to Fix Low Inbox Rates and Content Issues
- Engagement Days
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- Mobile app iOS - Login to your app
- Mobile app iOS - Managing contacts
- Mobile app iOS - Adding contacts
- Mobile app iOS - notes
- Mobile app iOS - email
- Mobile app iOS - tasks
- Mobile app iOS - task activity
- Mobile app iOS - appointments
- Mobile app iOS - add contact to campaign
- Mobile app iOS - reschedule or cancel appointments
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