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Añadir un registro de contacto

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Introducción

Los contactos se añaden a Infusionsoft automáticamente mediante una importación, formularios web, compras en línea y feeds de API de otros sistemas. También puede agregar contactos a Infusionsoft manualmente.

Instrucciones paso a paso

1 – Agregar manualmente un nuevo contacto a Infusionsoft

1 – Haga clic en el icono (+) en la parte superior derecha de cualquier página dentro de Infusionsoft. Esta característica «Quick-Add» es la forma más rápida y conveniente de crear manualmente un contacto en Infusionosft.

2 – Simplemente ingrese la información de contacto y haga clic en el botón Guardar.

3 – Ahora, simplemente haga clic en el enlace para ir a navegar hasta el registro de contacto.

2 – Un método alternativo es el siguiente:

1 – Ir a CRM> Contactos en la navegación principal

2 – Seleccione Agregar contacto desde el menú desplegable Contactos.

3 – Ingrese la información del contacto y, a continuación, haga clic en el botón Guardar para ver el nuevo registro de contacto o haga clic en Guardar y agregar otra persona para actualizar el formulario para que pueda agregar otro contacto.

3 – Agregar un contacto con un formulario

Puede seleccionar un formulario de entrada en el menú desplegable en la parte superior de la página de entrada del registro de contactos.

* Formulario de adición rápida de nueva persona: Este es el formulario corto. Puede personalizar los campos que aparecen en este formulario accediendo a CRM> Configuración y desplazándose hasta la parte inferior de la página.

* Formulario de adición estándar de nueva persona: Este es el formulario de entrada de contacto predeterminado y no se puede cambiar.

* Formulario interno personalizado: Los Formularios internos también aparecen en esta lista desplegable. Estos formularios internos se crean en el generador de campañas. Cuando se utiliza un formulario interno para agregar un contacto, tiene el beneficio adicional de iniciar la automatización de campañas (iniciar una secuencia de campañas). Los formularios internos son una poderosa herramienta de automatización empresarial.

Para eliminar un registro de contacto

1 – Navegue por el registro de contacto que desea eliminar

2 – Haga clic en el botón Eliminar.

 

Add a Contact Record – SBSA

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