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 trash can button to delete a deal
Move a Deal
Click on a deal and drag it over to another stage.
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Get up and running with the most essential features in Keap and Infusionsoft as soon as possible. We have sessions every day that are dedicated to specific topics, and every session carves out time for your questions.
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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
- Add or remove tags from contact list
- Email Templates
- Manually start sequence from contacts
- Add contacts - follow up with customers
- QuickBooks Online (QBO) Contact Import
- Issue a Refund
- Contacts Tab
- Export from your current system
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- My Account
- Business Profile
- My Profile
- Add User, Delete User, or Edit User Role
- Currency Settings
- Default User Roles
- Manage Tags
- HIPAA Security Controls
- API Key
- Authorize.Net
- Update Your Billing Information & Make a Payment on Your Account
- How to configure your Billing Settings
- Add and Manage Products
- Gmail Sync
- Microsoft email sync
- QuickBooks Online (QBO) Integration: Contact, Product & Invoice Sync
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- Keap Payments - Setup guide
- Keap Payments - add/change payout
- Keap Payments - Log in to merchant center
- Keap Payments - issuing a refund within merchant center
- Keap Payments - updating merchant center email and password
- Keap Payments - Download payment and settlement reports In merchant center
- Keap Payments - why isn't my balance fully available
- Keap Payments - Verifying Customer Identify KYC
- Keap Payments - multi factor authentication for merchant center
- Keap Payments - why was my withdrawal cancelled or charged back?
- Keap Payments - will using affect my taxes
- Keap Payments - handling a chargebacks
- Keap Payments - why do you need my social security number?
- Keap Payments - who Is WePay?
- Keap Payments - FAQs
- Keap Payments - Canada FAQs
- Keap Payments - UK FAQs
- Keap Payments Merchant Error Codes
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- Broadcast - create a broadcast
- Broadcast - managing drafts
- Broadcast - view the broadcast report
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- Advance Builder - add an Emoji to your email subject line
- Advance Builder - how to add contacts to a broadcast
- Advance Builder - how to design an email
- Advance Builder - A/B test broadcasts
- Advance Builder - best send time for broadcasts
- Advance Builder - check your email for spam
- Advance Builder - HTML Block
- Rotating Images
- View the web version of an email
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- Acceptable Use Policy - Quick Reference Guide
- Configure your SPF records
- DMARC May Impact Your Deliverability
- Email Address Whitelisting
- 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
- DKIM and SPF Setup Example
- Deterring Spam Bots
- Unengaged Contacts
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- How to Build a Campaign Part 1 - Capture Leads
- How to Build a Campaign Part 2 - Nurture Prospects
- How to Build a Campaign Part 3 - Convert Sales
- Campaign details
- Download Free Campaigns
- Apply or Remove a Tag in a Sequence
- Create a Web Form
- 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
- Campaign sequence - create order
- Delay Timers
- Date Timers
- Field Timers
- Why Are Contacts Queued In My Campaign
- Campaign Merge Fields
- Smart Forms- Create and Use a Smart Form
- Campaign Builder terminology
- Pipeline Stage Moved Automation
- Smart Form Campaign Automation
- Campaign Sequence- Create a Deal
- Editing Campaign Timers
- Campaign builder - canvas tips and tricks
- Adding URL parameters to links to pre-fill an external web form
- Liquid syntax / dynamic content
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- Landing page - 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
- Landing Pages - Supported custom fields
- Landing Pages - Publish to a Custom Domain
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- Keap Mobile iOS: Managing contacts
- Keap Mobile iOS: Adding contacts
- Keap Mobile iOS- Keap Grow
- Keap Mobile iOS: Contacts add a task
- Keap Mobile iOS: Installation
- Keap Mobile iOS: Contact add to campaign
- Keap Mobile iOS: Quick Actions
- Keap Mobile iOS: Contact notes
- Keap Mobile iOS: Adding tasks
- Keap Mobile iOS: Contact email
- Keap Mobile iOS: Contacts emailing an appointment link
- Keap Mobile iOS: Contact reschedule or cancel appointments
- Keap Mobile iOS: Contact task activity
- Keap Mobile iOS: Contact call history activity
- Keap Mobile iOS: Contact call activity
- Keap Mobile iOS: Appointments
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- Keap Mobile Business Line: Set up your phone number
- Keap Mobile Business Line: Caller ID
- Keap Mobile Business Line: Outbound Calls
- Keap Mobile Business Line: Call History
- Keap Mobile Business Line: Voicemail & Transcriptions
- Keap Mobile Business Line: Blocked Numbers
- Keap Mobile Business Line: Missed call auto-response
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