IF3 Quick Start Guide
Configure the Basics This video will walk you through what to configure when you get your account/team set up and how to do them which are mainly Notifications and Assignments. This will ensure that you are getting the alerts that you need for you...
Lead Manager Training Course
On top of weekly Q&As and one-on-one training sessions, we have created a lead manager training course that guides you step by step through the entire software, from the vantage point of a lead manager. This course will teach you things like how to ...
Opportunity Life Cycle
Opportunity Life Cycle Below is a visual representation of the progression of an opportunity through the Action system. This chart will guide you through what action to create in certain situations. We understand that the process can ...
The Pipeline in IF3 is a unique workflow that your leads will follow as you complete your Actions . You can assign or delegate specific sections of the Pipeline to teams or people in your business who are in charge of those processes and you ca...