Email me your various contact lists and I can import them for you. If you separate them by sales rep, I can easily import them so that they're associated by sales rep in Infusionsoft without any manual work.
3
Check out EmailAttacher.com for adding outside emails into the Infusionsoft email history.
Kickstart Call - 05.18.18
ACTION STEPS
1
Be sure to save your spreadsheets as a CSV before importing. Prior to importing your contacts, on the last step, click on Run Action Set. Choose "Assign contact to user" and select the appropriate sales rep from the list. This will ensure the contacts are assigned to the right owner in Infusionsoft.
Feel free to reach out to me if you need additional training or assistance, or if you would like me to train your sales reps in an online session on how to use the Opportunity module.
