FuseDesk

/FuseDesk

About FuseDesk

This author has not yet filled in any details.
So far FuseDesk has created 255 blog entries.

Adding FuseDesk Live Chat to WordPress

Adding FuseDesk's Live Chat for Keap and Infusionsoft to your WordPress site can be done in a few easy steps. The easiest way is with our free WordPress Plugin. The instructions below are if you don't have our plugin installed. Finding Your Live Chat Embed Code The first step is getting your Live Chat embed [...]

Adding FuseDesk Live Chat with Google Tag Manager

Adding FuseDesk's Live Chat for Keap and Infusionsoft to your site using Google Tag Manager can be done in a few steps. Finding Your Live Chat Embed Code The first step is getting your Live Chat embed code. Login to your FuseDesk App and click Chat Settings under Settings Click the green Live Chat + [...]

FuseDesk for Keap and Infusionsoft by Keap

You might have heard that Infusionsoft is now Keap... And that there are now two software products: Keap (formerly "New Infusionsoft"), and Infusionsoft by Keap (formerly "Infusionsoft"). FuseDesk has always been THE Help Desk Add-On for Infusionsoft. Now FuseDesk is THE Help Desk Add-On for Keap and Infusionsoft by Keap. Which means we have to [...]

2019-01-31T11:36:17-07:00Help|0 Comments

Editing Automations in FuseDesk

When you click in to edit an Automation in FuseDesk, you are primarily going to be editing the conditions and actions for the automation. You can also easily rename your automation, clone (copy) your automation, and delete the automation. When all of the conditions of your automation are met, all of the actions of your [...]

2019-01-17T11:50:42-07:00Automations|0 Comments

Automations in FuseDesk

Automations in FuseDesk allow you to automate everything from case assignments to workflows. Simply create an automation and customize it to your needs and let FuseDesk do the heavy lifting for you! To create a new Automation from the Automations page, click the New Automation button, name your automation, and choose your automation type. From there [...]

2019-01-17T11:51:42-07:00Automations|0 Comments

Saved Case Searches

Advanced case searches in FuseDesk can be saved as favorite saved searches and even shared with your team making quickly finding just the right cases easier than ever. After running a search, click the Save button to save this advanced case search as a favorite. A name will automatically be generated for you based on [...]

Favorites in FuseDesk

FuseDesk allows you to quickly and easily find your favorite case tags, email templates, note templates, Infusionsoft tags, Infusionsoft legacy Action Sets, and more right where you need them most without having to search for or scroll to what you need. Favorites in FuseDesk can be set both at the department level as well as [...]