{"id":8570,"date":"2016-10-17T06:34:31","date_gmt":"2016-10-17T06:34:31","guid":{"rendered":"https:\/\/www.process.st\/templates\/updating-infusion-soft-for-new-clients\/"},"modified":"2024-02-28T20:50:54","modified_gmt":"2024-02-28T20:50:54","slug":"updating-infusion-soft-for-new-clients","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/updating-infusion-soft-for-new-clients\/","title":{"rendered":"Updating Infusion Soft for New Clients"},"content":{"rendered":"<section id=\"introduction\">\n<h2> Introduction <\/h2>\n<div class=\"text-content\">\n<p>Here, you will learn on how to update the Infusion Soft for new clients's information such as adding a task template, managing a tag, adding some important information, etc.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"how-to-add-a-task-template\">\n<h2> How to Add a Task Template <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/q2V3zU50GFjtpVfUKNdOQA.jpg\" alt=\"How to Add a Task Template\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/q2V3zU50GFjtpVfUKNdOQA.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Write the title of the task on the Task Name box.\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Type the virtual assistant's name (your name) on the Assignee Section.\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Then, click the Save the Task Template. To add another information, click the Save &amp; Another icon.\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"how-to-manage-a-tag\">\n<h2> How to Manage a Tag <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/loEEowRnxyuzNzPGKKxMEQ.jpg\" alt=\"(Please see the instruction below the image after this.)\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/loEEowRnxyuzNzPGKKxMEQ.jpg\" \/> <\/a><figcaption>\n     (Please see the instruction below the image after this.)<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qfNLOEldZBOnvRbQAKNIxw.jpg\" alt=\"&quot;Apply a Tag&quot; is a section where you will select the correct tags for the client.\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qfNLOEldZBOnvRbQAKNIxw.jpg\" \/> <\/a><figcaption>\n     &quot;Apply a Tag&quot; is a section where you will select the correct tags for the client.<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      To change and add some necessary tags, click the Manage Tag icon.\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      In the Apply a Tag section, choose a correct tag. (e.g. The client has attended the meeting; thus, he or she was able to complete the initial consultation schedule with Brian, so the specific tag for it is &quot;Initial Consultation Scheduled&quot; that could be found in the Prospect Tags, and if the client was already hired, click &quot;Client&quot; from the same tag section.)\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      For your convenience, the &quot;applied tag\/s&quot; is\/are located above the &quot;Apply a Tag&quot; section so that it could be easily seen.\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hzpJYnHD3vvJfxTopvpC-g.jpg\" alt=\"How to Manage a Tag\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hzpJYnHD3vvJfxTopvpC-g.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      To create a new tag, put the name of the tag on the Tag Name box.\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Then select a category below the tag name.\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Click Add New Category (beside the Category section) to add new ones.\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"how-to-add-additional-information\">\n<h2> How to Add Additional Information <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gvO2_9_vtMKlJifuu9RDvg.jpg\" alt=\"This is the general information about the client. It includes the client's name, company, contact number, address and etc.\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gvO2_9_vtMKlJifuu9RDvg.jpg\" \/> <\/a><figcaption>\n     This is the general information about the client. It includes the client's name, company, contact number, address and etc.<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ibNiCQVSg-CN1LUQpgFM3Q.jpg\" alt=\"In the Additional Info. section, you may add and\/or edit some information about the client such as  the date of birth and spouse name.\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ibNiCQVSg-CN1LUQpgFM3Q.jpg\" \/> <\/a><figcaption>\n     In the Additional Info. section, you may add and\/or edit some information about the client such as the date of birth and spouse name.<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      To add the birthday, simply place the date on the Date of Birth box. (e.g. 07-13-2016)\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      In the Spouse Name box, put the name of the client's partner.\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction Here, you will learn on how to update the Infusion Soft for new clients's information such as adding a task template, managing a tag, adding some important information, etc. How to Add a Task Template 1 Write the title of the task on the Task Name box. 2 Type the virtual assistant's name (your 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