How to Look Up a Client in IS

Procedure / Policy Overview

Accurately search a client in InfusionSoft. 

• Use InfusionSoft to look up clients to:

  1. Send an invoice 

  2. Look at IS client notes

  3. Check emails being sent

  4. Create a quote for a client in IS

  5. Enter troubleshooting notes for maintenance clients

  6. Complete CSDS form

1. Navigate and login into InfusionSoft

2. Use the search bar to search the client’s name

3. Must be spelled correctly or it won’t pull up their name