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 Keep Reading...
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 Keep Reading...
All of your Ontraport Campaigns are available for your team to use inside of FuseDesk. From a case, click into Add to Campaign and choose which Ontraport Campaign you'd like to add your contact to. Click Add and the contact will be added to the selected Campaign inside of Ontraport. Note that contacts can only Keep Reading...
Your Ontraport Tags are available for your team to use inside of FuseDesk. From a case, click Automation and choose which Ontraport Tag you’d like to apply to your Contact. Click Apply and the contact will be tagged inside of Ontraport. Tagging a contact is a great way to trigger powerful automations in Ontraport without Keep Reading...
Ontraport Users can easily log into FuseDesk as reps. They just need to be invited to FuseDesk or linked to an existing FuseDesk rep. Once a FuseDesk Rep is linked to an Ontraport User, their FuseDesk case activity will be properly linked to their User inside of Ontraport. Inviting Ontraport Users to FuseDesk There are Keep Reading...
All of your Ontraport Email Templates are available for you to use inside of FuseDesk. To import your Email Templates, head to Settings, Templates, Email Templates. Click the blue Import button and choose all of the Ontraport Email Templates you'd like to import to FuseDesk. After you've imported, you can edit your new email templates Keep Reading...
Ontraport users can easily connect FuseDesk to leverage our powerful deep CRM integrations. Connecting Ontraport 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 Ontraport after Onboarding If you have already completed your FuseDesk onboarding and you want to Keep Reading...
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, Keep Reading...
