Using List Dial & Auto Dialing

TurboDial Phone CallingUsing List Dial & Auto DialingLesson checklistIntroduction To List DialingHow To Setup List DialingIntroduction To Auto DialingCustomizations To turboDialPrevious LessonNext LessonLesson informationThe List Dialing feature allows you to
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Continuous Connection

TurboDial Phone CallingContinuous ConnectionLesson checklistIntroduction To Continuous CallingHow To Use Continuous CallingPrevious LessonNext LessonLesson informationUsing “Continuous Connect” When using a phone to make calls the Continuous Connect feature decreases the time
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TurboDial Overview

TurboDial Phone CallingTurboDial OverviewLesson checklistIntroduction To turboDoalturboDial FeaturesHow To Use turboDialturboDial OptionsIntroduction To Text MessagesPrevious LessonNext LessonLesson informationA brief overview of TurboDial.Lesson downloadsRecruiter TrainingSoftware TrainingUser ProfileContact Us© AI Powered Recruiter
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Making A Call

TurboDial Phone CallingMaking A CallLesson checklistBefore Making A CallSetting Up Your turboDialHow To Make A CallAutomated Call Notes How To View Call RecordingsPrevious LessonNext LessonLesson informationBefore Making Your 1st Call 1. Launch the
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Company Record Overview

Infusionsoft BasicsCompany Record OverviewLesson checklistPurpose of Company RecordsWhere To Find Company RecordsWhat's Inside Company RecordsWhat Tabs Are In Company RecordsPrevious LessonNext LessonLesson informationCompany records link together multiple contact records to
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Opportunity Record Overview

Infusionsoft BasicsOpportunity Record OverviewLesson checklistPurpose of Opportunity RecordsWhat's Inside Opportunity RecordsWhat Tabs Are in Opportunity RecordsPrevious LessonNext LessonLesson informationLearn how to navigate opportunity records in Infusionsoft.Lesson downloadsRecruiter TrainingSoftware TrainingUser ProfileContact
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Find Contacts In Search

Infusionsoft BasicsFind Contacts In SearchLesson checklistHow To Do A Quick SearchAdvanced SearchingSearchable Criteria OptionsCustomize Search Results How To Sort Search ResultsSet Up Mass Actions For ResultsPrevious LessonNext LessonLesson informationLearn how to
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Creating Notes

Infusionsoft BasicsCreating NotesLesson checklistWhere To Find Notes In Interactive Contact ViewHow To Add A NoteHow To Add A Note TemplateWhere To Find Note HistoryPrevious LessonNext LessonLesson informationLearn how to create
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Contact Record Overview

Infusionsoft BasicsContact Record OverviewLesson checklistTop Row Tabs ExplainedBottom Row Tabs ExplainedWhere to Add Appts/TasksWhere To Add NotesWhere To Submit Internal FormsWhere To Find Email HistoryPrevious LessonNext LessonLesson informationAn overview of
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Send A One Off Email To A Contact

Infusionsoft BasicsSend A One Off Email To A ContactLesson information1. While viewing the contact record, click the email icon next to their email address.2. Create your email now, or select a different
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