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Ver historial de comunicación de contactos

Introducción

Infusionsoft mantiene un registro consolidado de las comunicaciones del usuario y del sistema, como correos electrónicos, notas, tareas, citas y secuencias de seguimiento. Estas interacciones se sellan con fecha y se archivan dentro del registro de contacto. El historial de comunicaciones es accesible a todos los usuarios que tienen permiso para ver o editar el registro de contacto. Simplemente haga clic en la pestaña Tareas (si es necesario) para ver esta información.

Instrucciones paso a paso

1 - Tareas y citas

Esta sección muestra tareas y citas que no se han completado. También puede agregar una tarea o una cita nueva en esta sección.

2 - Tareas Completas

Esta sección muestra todas las tareas realizadas anteriormente para este contacto.

3 - Citas anteriores

Esta sección muestra todas las citas anteriores para este contacto.

4 - Notas

Esta sección muestra las notas más recientes e incluye notas añadidas por los usuarios y las notas añadidas automáticamente por Infusionsoft. Haga clic en Ver todas las notas para ver el historial completo de notas. También puede agregar una nota en esta sección.

5 - Formularios

Esta sección mostrará todos los formularios web o páginas de destino que hayan sido enviados por el contacto.

6 - Historial de correo electrónico reciente

-Correo electrónico entrante que se ha recuperado a través del cliente de correo electrónico de Infusionsoft o grabado manualmente con Sync para Outlook o Sync para Gmail.
-Mensajes de correo salientes y respuestas enviadas a través de Infusionsoft o grabadas manualmente con Sync for Outlook o Sync for Gmail.
-Mensajes de correo salientes generados por Infusionsoft a través de transmisiones o secuencias de seguimiento.

7 - También puede ver esta información al ver los resultados en una vista interactiva. Simplemente haga clic en los iconos debajo del contacto.

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