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Get More Out of Infusionsoft With macanta

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Archived series ("Inactive feed" status)

When? This feed was archived on April 06, 2021 13:12 (3+ y ago). Last successful fetch was on December 22, 2020 01:06 (4y ago)

Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 190470153 series 1400361
Content provided by Wes Schaeffer and The Sales Whisperer®. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wes Schaeffer and The Sales Whisperer® or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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
  continue reading

46 episodes

Artwork
iconShare
 

Archived series ("Inactive feed" status)

When? This feed was archived on April 06, 2021 13:12 (3+ y ago). Last successful fetch was on December 22, 2020 01:06 (4y ago)

Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 190470153 series 1400361
Content provided by Wes Schaeffer and The Sales Whisperer®. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wes Schaeffer and The Sales Whisperer® or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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
  continue reading

46 episodes

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