Examples of custom contact records

We have been using infusionsoft for a few years, but are taking on the task of doing a nearly full revamp of how we have it set up. My CEO has asked me for examples of how other business have their contact record and sales pipelines set up. Using the help center, I found a lot of ‘how-to’s’, but no actual examples. Would anyone care to share a few screen shots of empty contact records to show what kind of data you are tracking, or maybe the work flow of your sales pipelines? (we are in B2B sales, and I know this software is best for B2C)

TIA!
Meagen Lane
Choice Recovery

Here is an older MasterMind video of Jordan Hatch setting up a Sales Pipeline from scratch - I know it’s long, but it’s thorough and should help you at least get an idea of how the pros set things up.

https://classic-infusionsoft.knowledgeowl.com/help/simple-sales-pipeline

Thanks for sharing!! Very helpful.

MEAGEN LANE

VP – Southern Region

Choice Recovery Inc

That was very helpful, thank you!

MEAGEN LANE

VP – Southern Region

Choice Recovery Inc