Andrea Kornegay’s Private Files
On this page, you'll have access to custom resources specifically for you.
Basic Training Videos for the New Infusionsoft
Want more Infusionsoft training videos and answers to your simple questions?
Subscribe to our Beyond the Kickstart™ Infusionsoft Training program.
Get an overview of the New Infusionsoft and the two important modules you need to set up before using Infusionsoft.
Get an overview of the campaign builder in the New Infusionsoft.
Get an overview of the Contacts module in the new Infusionsoft.
Kickstart Call - 02.19.19
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
- 1Make a list of all the details and information you need to see on a contact's record. Things like passport number, passport expiration date, travel preferences, etc. Email this to me prior to our next call so we can create custom fields and/or tags.
- 2Experiment with the invoices and quotes and the pipeline modules to see if you can utilize these to track the various trips clients book with you. Check out the knowledge base articles on each of these modules: Click here for quotes. Click here for invoices. Click here for the pipeline.
- 3Watch the Basic Training Videos for the New Infusionsoft in the toggle above this section.