Why didn’t an order didn’t transfer to Infusionsoft?
There are a few reasons why an order may not have synced to Infusionsoft: Historic Orders Only orders placed after you subscribe to Connect My Sales are able to be synced to Infusionsoft. Any past orders will not be synced. If you wish to sync historic orders, you may wish to consider our historic import […]
Setting up RFM feature
To set up the RFM (Recency, Frequency, Monetary) feature in Connect My Sales, you’ll first need to ensure you have the necessary custom fields created in your Keap account: RFM Frequency Field — this field requires a custom field with the type “Whole Number”. RFM Monetary Field — this field requires a custom field with […]