£379.13

Infusionsoft Foundations: CRM

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Location

EXELA Training Centre

Cheltenham Film Studios

Arle Court, Hatherley Lane

Cheltenham

GL516PN

United Kingdom

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Event description

Description

Audience: Business Owners & Marketing Managers
Level (Infusionsoft): Basic
Level (Marketing) : Intermediate
Duration: 1-day
Equipment: Bring your own laptop

Start Time: 9am Finish Time: 5pm

Summary: Workshop is an integrated part of the EXELA approach to implementing Infusionsoft enabled marketing initiatives into a business. The 1-day workshop is a blend of intermediate level marketing concepts and practical set-up within an Infusionsoft application.

Topics:

  • Importing Data - cleaning and bringing into Infusionsoft
  • Quick Add of new contacts
  • Long Adding of new contacts
  • Custom Adding of new contacts via Internal Form
  • Basic Navigation
  • Navigating the contact record
  • CRM Settings
  • Lead Scoring
  • Tags and Custom Fields
  • Searches - setting criteria, saved searches, interactive view and list view
  • Email Status Search
  • Dashboard - layout, widgets and displaying metrics
  • My Day
  • Data cleanup - duplicate checking and rolling back imports
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Date and Time

Location

EXELA Training Centre

Cheltenham Film Studios

Arle Court, Hatherley Lane

Cheltenham

GL516PN

United Kingdom

View Map

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