Yes Cold Calls that dreaded word… But hey what can I say I love making them. What I do not love is writing everything down in the notebook, then having to enter them in to Infusionsoft. I have attened the online course, last week and Sherrod had a perfect thing he showed the class where you guys (Infusionsoft) set up a form collecting the info for one person, then it went to the auto aspect, where it went to the person ordering etc. Here are the few things I would like my form to do.
- Cold Calls, add in the lead and be able to tag the lead with the tags we have set-up with out having to type everything in to the companies or contact aspect of the dashboard
- We are a web design company, that offers monthly care plans with our website builds, and of course that means changes, I would also like to create a internal form that will allow me or my office manager to take those calls, open the internal form and then create a “ticket” for that client. They would go in to the auto responders then the web team would get the email that the work needs to be done, what needs to be done etc. That way it is tracked, and we are not having to double our work load by answering the emails in our email box, emailing the web team, updating the client file etc.