Our mobile app for iOS lets Infusionsoft users add or access customer info, tasks, and notes on-the-go, keeping you prepared and ensuring you make a winning impression with customers. Mobile reminders and alerts prevent you from missing important to-do's. Click here for New Infusionsoft mobile app FAQs
How to add a task
- Navigate to Tasks
- Tap on Add a task
- Name task
Adding Tasks with due dates and push notification reminders
- Set a Due date
- Set reminder
- Setting a reminder will enable a push notification
- Tap Done
Pro Tip! If account has more than one user, reminders will only be set once user is selected