MasterMind Call: December, 2016

On this month's call, we discussed: Personalized Support Best Practices; NEW! Advanced Automation Rules; NEW! Slack Integration; NEW! Case Tag Management; Strategic Planning for 2017 https://www.youtube.com/watch?v=vFQa-r5MLKs Note Template Ideas Phone Call Scripts Procedural Checklists Frequently Used Notes (like "Left Voicemail…") Strategic Planning (Free Gift) On this call, our guest speaker Laura Posey, shared best practices Keep Reading...

MasterMind Call: January, 2016

On this month's call we covered: Searching like a Pro, Advanced Case Search, WordPress Plugin Updates, Case Review Best Practices, FuseDesk LIVE, and Your LIVE Q&A! https://youtu.be/VyfCGC4vcKA?rel=0&showinfo=0 Basic Searches Mentioned during the call were these great examples of searches that you can try from the sidebar: Bob (name starts with Bob) B S (first name starts with B, last with S) Keep Reading...

Phone Tag Voicemails in Infusionsoft

Phone Tag can easily send your voicemails – and even voicemail transcripts – right into Infusionsoft through FuseDesk. All you need to do is configure Phone Tag to send email notifications to your support address and FuseDesk will handle the rest. Log into your Phone Tag account. Navigate to Account Settings.  Click on Email Delivery Options where Keep Reading...

Vocalocity (Vonage Business) Voicemails in Infusionsoft

Vonage Business (previously Vocalocity PBX) can easily send your voicemails – and even voicemail transcripts – right into Infusionsoft through FuseDesk. All you need to do is configure Vocalocity PBX to send email notifications to your support address and FuseDesk will handle the rest. Log into your Vonage Business account and edit your Settings. Navigate to your Keep Reading...

Packet 8 8×8 Voicemails in Infusionsoft

Packet 8 (8x8) can easily send your voicemails – and even voicemail transcripts – right into Infusionsoft through FuseDesk. All you need to do is configure Packet 8 (8x8) to send email notifications to your support address and FuseDesk will handle the rest. Log into your Account Manager.  Select Phone System, then View All Extensions. Keep Reading...

Ring Central Voicemails in Infusionsoft

Ring Central can easily send your voicemails – and even voicemail transcripts – right into Infusionsoft through FuseDesk. All you need to do is configure Ring Central to send email notifications to your support address and FuseDesk will handle the rest. Log into your Ring Central account and edit your Settings. Navigate to Messages Click Notifications to configure your Keep Reading...

PATLive Messages in Infusionsoft

PALive can easily send your voicemails – and even voicemail transcripts – right into Infusionsoft through FuseDesk. All you need to do is configure PATLive to send email notifications to your support address and FuseDesk will handle the rest. There are three easy ways to change your notification email address to your FuseDesk support address. Keep Reading...