To view a contact's payments in FuseDesk, click to open up their contact editor and click on the Payments tab up top. The Payments tab will show you all recent payments from your CRM right in FuseDesk enabling your team to see the latest transactions for your customers. Click on an individual payment to open [...]
To view a contact's recent orders in FuseDesk, click to open up their contact editor and click on the Orders tab up top. The Orders tab will show you recent order data from your CRM right in FuseDesk empowering your team to see what's been recently ordered. Click on an individual order to open the [...]
To view a contact's invoices in FuseDesk, click to open up their contact editor and click on the Invoices tab up top. The Invoices tab will show you all recent invoices from your CRM right in FuseDesk empowering your team to see what invoices a contact has and if there are any balances past due. [...]
To view a contact's subscriptions in FuseDesk, click to open up their contact editor and click on the Subscriptions tab up top. The Subscriptions tab will show you all subscriptions from your CRM right in FuseDesk empowering your team to see what subscriptions a contact has, both active and inactive. Click on an individual subscription [...]
If you're FuseDesk app is connected to Infusionsoft as your CRM, you have the option of logging into FuseDesk using your InfusionsoftID and Infusionsoft password. This let's you log into FuseDesk using the same username and password as your Infusionsoft account. If you're not be able to login it may be because: No Infusionsoft App? If [...]
If you have changed CRMs or are simply no longer using your CRM, you can easily disconnect FuseDesk from existing CRM. To disconnect FuseDesk from your CRM, login to FuseDesk as an admin and head to App Options under Settings. Scroll down to CRM and click the red Disconnect CRM button. Depending on your CRM, [...]
Infusionsoft by Keap users can easily connect FuseDesk to leverage our powerful deep CRM integrations. Connecting Infusionsoft by Keap during Setup If you're setting up your FuseDesk app for the first time, simply click "Connect to a CRM" from sidebar under App Setup. Connecting Infusionsoft by Keap after Onboarding If you have already completed your [...]
FuseDesk logins that authenticate with your CRM are handled completely by your CRM. When your password expires in your CRM, you'll need to reset it directly in your CRM. Currently this is supported with Infusionsoft by Keap. FuseDesk reps that authenticate directly to FuseDesk need to create a new password every 90 days. This follows [...]
You can create cases in FuseDesk directly from within Infusionsoft's Campaign Builder. To do so you will first need to create an API key in FuseDesk. You can create your API key following these steps: In FuseDesk, go to Settings -> API Keys. Click + New Key. In the window that will open give [...]
FuseDesk reps can optionally be linked to CRM reps like Infusionsoft reps. Once a FuseDesk rep is linked to a CRM rep, they'll be able to login using their InfusionsoftID and Infusionsoft password. Logging in with an InfusionsoftID allows the emails that your reps send in FuseDesk, the notes they add in FuseDesk, and the actions [...]
