Get More Out of Infusionsoft With macanta

Published: Oct. 27, 2017, 6:31 p.m.

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  • 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