Investorfuse Top #10 Pro Tips!

Here is a collection of Tips for New and Current Investorfuse users who want to get more value out of their system.

John Whitfield avatar Mike Palma avatar
11 articles in this collection
Written by John Whitfield and Mike Palma

Pro Tip #1 - Signatures

This article will show you how to set your own or your team's signature.
Mike Palma avatar
Written by Mike Palma
Updated over a week ago

Pro Tip #2 - Lead Inputs/Lead Sources

This article is about integrating your Lead Inputs/Lead Sources with InvestorFuse.
Mike Palma avatar
Written by Mike Palma
Updated over a week ago

Pro Tip #3 - Action Routing

This article will show you how to route actions to anyone in your team including multiple people in a single role.
Mike Palma avatar
Written by Mike Palma
Updated over a week ago

Pro Tip #4 - Suggested Notifications

This article will suggest notifications we think every team member should have on.
John Whitfield avatar
Written by John Whitfield
Updated over a week ago

Pro Tip #5 - Follow-up Sequences

This article will show you how to edit or create your own followup sequence.
Mike Palma avatar
Written by Mike Palma
Updated over a week ago

Pro Tip #6 - Campaign Default Assignee

This article shows you how to set your campaigns' default assignee.
Mike Palma avatar
Written by Mike Palma
Updated over a week ago

Pro Tip #7 - Campaign Autoresponder

This article will show you how to create an Autoresponder in your campaigns.
Mike Palma avatar
Written by Mike Palma
Updated over a week ago

Pro Tip #8 - My Actions & Team Actions

This article will go over actions assigned to you or your team.
Mike Palma avatar
Written by Mike Palma
Updated over a week ago

Pro Tip #9 - Performance Dashboard

This article shows the the importance of checking your dashboard at least once a week.
Mike Palma avatar
Written by Mike Palma
Updated over a week ago

Pro Tip #10 - Multiple Opportunities in One Seller

This article will show you how to create multiple opportunities for one seller.
Mike Palma avatar
Written by Mike Palma
Updated over a week ago

Bonus Tip!

This article will show you how to go through your setup checklist.
Mike Palma avatar
Written by Mike Palma
Updated over a week ago