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Last Updated: 11/04/2025
in Sales Quotes
Your browser does not support HTML5 video. Create professional looking quotes to send directly to your contacts. Customers can easily accept your quote by clicking the ‘Accept Quote’ button, and your quotes can be quickly converted into a ...
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Last Updated: 11/04/2025
in Settings
Set up a product Click on your user avatar and choose Settings Click Products and services Click Add a product or service to create a new item or click Edit on an existing item to update it Enter a product name, descripti...
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Last Updated: 11/04/2025
in Settings
Business profile Click on your user avatar and select Settings Click "Business profile". Remember to scroll to the buttom of the page and click " Update business profile " to save your changes. Business Details A...
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Note that our customer support team cannot help you set up or troubleshoot a Twilio account or any other 3rd party software service. If you are having issues setting up your Twilio account according to the directions below, please contact the Twil...
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Last Updated: 11/04/2025
in Sales Invoices
Create and send invoices from your app. You can even add a Pay now button so customers can easily pay online, and automatically send a follow up email when customers pay you. Ensure you have set up a merchant account to get paid. Navigate to...
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Last Updated: 10/28/2025
in Contacts
This integration has been retired for all new customers. Existing customers are encouraged to check their data since there could be some inconsistencies. We will be updating with a new integration as soon as possible. Integrating your business ...
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Last Updated: 11/04/2025
in Reports Other Reports
The Tag Tracker report shows you when tags were applied to specific contact records. You can search by a specific tag or a within a date range. Click the Reports section in the side panel Click the Tag tracker link Click the New S...
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Note that this article assumes you are linking to a web page that already has the ability to parse values from a query string to pre-fill a form. A primer on URL query strings You can construct links in Keap that contains data from the conta...
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The task object assigns a manual follow-up responsibility to an Keap user. The tasks are generally related to predictable events, like a welcome call after a new customer purchases or 30 day phone survey. After a task is assigned, the user is resp...
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A favicon is a small icon displayed in the address bar of a web browser that represents your website branding. Typically it is a simplified version of a company logo. You can add your own custom favicon to an Infusionsoft Landing Page. You'll just ...