The Graphly Blog

Tips and inspiration for maximizing your data

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Product Updates

Tags, Tags and more Infusionsoft Tags

If you’ve used Infusionsoft for any length of time you’ve probably come to realize that there’s a powerful feature that gets talked about a lot less than marketing and sales automation.

Product Updates

Smokin’ Turkeys and Infusionsoft Opportunities

Happy Thanksgiving! In preparation for tomorrow, I’m sharing my coveted brine recipe and secret smoking techniques for cooking the best Thanksgiving Turkey ever. But hey, let’s talk shop first.

Product Updates

2 Refinements, 1 Addition and a Product Roadmap

You asked. We delivered. Ever since we launched our Criteria Builder, users have asked us if in addition to filtering reports with contact record data (and more recently note|task|opportunity records) to also be able to select criteria from invoice and order records. Well now you can 🙂

Product Updates

4 New Ways to Measure Infusionsoft Appointments, Notes & Tasks

Do you have sales reps with call quotas? Do you have a customer service team with fulfillment tasks? Want to compare the performance of one user to another? Would you like to know how many appointments you had in any given date range?

Product Updates

9 New Revenue Reports

Yup, you read that right. We released 9 new revenue reports over the past 9 days. If you haven’t noticed each report popping into the template library one-by-one, now’s your chance to discover all of them and how they’ll help you make better financial decisions in your business.

Product Updates

Opportunities Won & Forecasted

Do you have a sales team? Do you use Infusionsoft Opportunity Records in your sales process? How would you like to know how much business has been closed as well as how much business is forecasted to close in a given timeframe? What if we could break that down by rep, stage and even new vs. existing customers?

Product Updates

Native Desktop Application

First off, we’d like to say ‘thanks’ to all of you who have taken time to drop us a line or even call regarding your excitement about the Copy Widget and Copy Dashboard features we released a few weeks ago. We knew they would be helpful, but we severely underestimated the impact these new features would make with our users, so thank you for sharing that positive feedback.

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