Usage Guide
Contacts
The Contacts Section allows you to control the two particular items in the Interactive View Contact Action Bar. The...Contact Record
The Contact Record Section has many options that you can configure for the page. Infusionsoft has one option within...Merge Contacts
The Merge Contacts only has one option which allows you to be able to swap the ID numbers when...Company Record
The Company Record Options allow you to just control the Tabs when showing the company record. The “Automatically Click...Opportunity Record
The Opportunity Record Options allow you to adjust the Auto Tab and File Box Features. The “Automatically Click on...