If your FuseDesk app is connected to Keap (fka Infusionsoft) as your CRM, you have the option of logging into FuseDesk using your KeapID (fka InfusionsoftID) and Keap password. This lets you log into FuseDesk using the same username and password as your Keap account. If you are not able to login it may be because: Keep Reading...
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 Keep Reading...
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...
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...
On this month's call we covered: Outbound Dialing from FuseDesk, Live Presence and Team Collaboration, Membership Site Best Practices, Reporting Magic, and Managing Support Like a Boss https://youtu.be/GcmvKctbEv8
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...
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 (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 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...
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...
