I’m looking for insight on how to track my contact’s activities in Infusionsoft. Please note, I said “track my contact’s activities”, not my activities with my contacts.
I currently track their activities by having them complete a Google form with 14 fields which populates in an excel report.
I have two types of contacts. Contact Type A starts as an opportunity for Contact Type B. When the opportunity is closed/won, Contact Type B becomes the account manager for Contact Type A.
Please let me know if you have any thoughts on how I can do this in Infusionsoft other than manually.