- The most important thing to make the application work is to have the InfusionSoft CRM account. Having the existing account it’s very important to set up the application correctly. To do that, a user has to open ‘Configuration’ and ‘Log in’. To connect to the CRM you just need to enter your InfusionSoft CRM login, password and also URL.
- Having the application configured and connected to the CRM, you have to mind that the necessary condition for the app to work is to be always turned on, so the service must be active.
- Even if you have not received any calls, you can already set up rules for call tracking. Open ‘Rules’ and press the “+” button in the right bottom corner, you will see a pop-up where you only need to enter the phone number and chose the rule for it.
- The application can record your conversations but you have to configure this option by going to Configuration and scrolling down to ‘How to save calls into the CRM’. You can turn on call recording function there and configure cloud and storage.
- That’s it! You are ready to save calls to your CRM! Everything starts when you finish the conversation: you see a pop-up where you can opt for call saving. The next window opened is ‘Add Call Log’ where you can do the main part.
That is to say, you can:
- find or create an Account, Contact or Lead in your InfusionSoft CRM account and save it to your phone contacts;
- see and listen to call recording;
- add voice and text note;
- add activities such as Call and Task (Adding a call or a task you will be able to name it, set the date, time and status; also you can set the reminder for a new call) 6. Having all the info chosen and created you just press ‘Create’. Done! You have saved all the information to your CRM account! Now you can use it in your business intentions! As you can see it is not so difficult as it might look. So it’s high time for you to download the Call Tracker for InfusionSoft CRM and enjoy the results!