This folder houses information on Infusionsoft tutorials.
Below is a video on how to fill out post assessment completed form Current Post Assessment Completed Form from BRX Performance on Vimeo.
Tue, 18 Sep, 2018 at 4:41 PM
Below is a video of the 1-on-1 Scheduled on Assessment Day Sequence 1-on-1 Scheduled on Assessment Day from BRX Performance on Vimeo.
Tue, 18 Sep, 2018 at 5:15 PM
Assessment Completed 1-on-1 Not Scheduled Sequence from BRX Performance on Vimeo.
Tue, 18 Sep, 2018 at 5:28 PM
Assessment Completed Follow-up at later date from BRX Performance on Vimeo.
Tue, 18 Sep, 2018 at 5:46 PM
1-on-1 Confirmation Sequence from Josh Rowes on Vimeo.
Thu, 20 Sep, 2018 at 3:05 PM
Setting up a BRX Performance Specialist Master List For each performance specialist, they have a master list of clients that are assigned to them. This ...
Tue, 2 Apr, 2019 at 8:44 PM
The link below is a demonstration on how to set up a report for active subscriptions in Infusionsoft. https://www.loom.com/share/4dfc0dddfce64bcea1b336cd6...
Sun, 3 Nov, 2019 at 12:09 PM