Inbound Marketing Expert Wes Schaeffer The Sales Whisperer® Hosts The Crm Sushi Podcast

Get More Out of Infusionsoft With macanta

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Synopsis

http://ReferWes.com http://BestCRMForMe.com macanta sits on top of Infusionsoft Came out as a real-world assignment from a client of his They had Infusionsoft and an enterprise billing system They needed a single interface Set permissions for users Create Saved Searches Contacts Opportunities Tasks Lock Tags to limit mistakes by inexperienced users Make recorded calls from inside macanta Infusionsoft is contact-centric