Is it possible for a contact to update their activities in my Infusionsoft account without make them a "User?"

Max Classic
1

I’m looking for insight on how to track my contact’s activities in Infusionsoft. Please note, I said “track my contact’s activities”, not my activities with my contacts.

I currently track their activities by having them complete a Google form with 14 fields which populates in an excel report.

I have two types of contacts. Contact Type A starts as an opportunity for Contact Type B. When the opportunity is closed/won, Contact Type B becomes the account manager for Contact Type A.

Please let me know if you have any thoughts on how I can do this in Infusionsoft other than manually.

2

Ir you are using the Opportunity module, the owner of the account would need to be an Infusionsoft User.

But if you wanted non-Users to update stages of another contact through a form that they submit on behalf of the contact, you could do it - but will require some pre-planning. If you are wanting to use internal forms, they would need to be Infusionsoft Users.

3

Directly, no, but with custom pages and some scripting in PHP yes.