SOP-V-2000 How to Look Up a Client in IS
How to Look Up a Client in IS Procedure / Policy Overview Accurately search a client in InfusionSoft. Policy - Searching Clients in IS * Use InfusionSoft to look up clients to: Send an invoice Look at IS client notes Check emails being sent Create a quote for a client in IS Enter…
SOP-V-2001 How to Search for a Client in CC
SOP-V-2001 How to Search for a Client in CC Procedure / Policy Overview ## Task - How to Search for a Client in CC * Navigate and login into Clear Connection * Click the CLIENT button at the top right hand side * Search the client's name
Merge Duplicate Accounts in Infusionsoft
If you find a customer has duplicate accounts, you can merge them into one and control which data takes precedence between the two versions. Often merging is preferable to simply deleting an account because they will both contain separate but essential customer information. Infusionsoft only allows us a certain amo…
