Using Infusionsoft for Your Sales System

Assignments:

1. Determine what level of scripting you need in place for your sales team

2. Make a list of the nescessary scripts you need.

3. Create a production timeline for all of your scripts.

4. Write the scripts

5. Program your scripts into your CRM if it has the capcity

Videos: (Password- UCEOonly)

Introduction

Sales Pipeline and Automation

Lead Scoring

How to upload your scripts as forms

How to pull sales reports in Infusionsoft

Set up a round robin

Assigning leads to your sales team

Create Products

Set Up a Referral Partner Program