Usage Guide

  2. Usage Guide

  • Contacts

    The Contacts Section allows you to control the two particular items in the Interactive View Contact Action Bar. The...

  • Contact Record

    The Contact Record Section has many options that you can configure for the page. Infusionsoft has one option within...

  • Merge Contacts

    The Merge Contacts only has one option which allows you to be able to swap the ID numbers when...

  • Company Record

    The Company Record Options allow you to just control the Tabs when showing the company record. The “Automatically Click...

  • Opportunity Record

    The Opportunity Record Options allow you to adjust the Auto Tab and File Box Features. The “Automatically Click on...