This document contains instructions and video tutorials for using the Infusionsoft customer relationship management (CRM) software to manage operations at an OC Kickboxing & Mixed Martial Arts location. It includes videos and information on topics like setting up lead notifications, creating and accessing saved searches, scheduling appointments, moving leads through the sales pipeline, and activating 30-day free trials. The document is intended as a training guide for staff on using Infusionsoft to manage contacts, opportunities, appointments, and other key processes.

1. INSTRUCTIONAL VIDEOS
& CHEAT SHEET
Created for OC Kickboxing & Mixed Martial Arts
last updated 10.09.2013
v1.0
for

2. 2
TABLE OF CONTENTS
HOW-TO VIDEOS:
INFUSIONSOFT OVERVIEW........................................................................................................3
HOW TO SET UP LEAD NOTIFICATIONS VIA OCKMMASALES@OUTLOOK.COM ........................4
CONTACTS & OPPORTUNITIES OVERVIEW ................................................................................5
HOW CREATE AND ACCESS SAVED SEARCHES WITH CONTACTS & OPPORTUNITIES.................6
SALESPERSON & FRONT DESK: LEAD TAGGING & CLAIMING PROCESS.....................................7
HOW TO SCHEDULE AN APPOINTMENT ....................................................................................8
MANAGING APPOINTMENTS WITH NOTE TEMPLATES .............................................................9
LEADS & MOVING THEM THROUGH OPPORTUNITIES.............................................................10
ACTIVATING A 30 DAY FREE TRIAL ...........................................................................................11
HOW TO ENROLL A NEW MEMBER........................................................ [available next version]
WAIVER & CONSULTATION FORM ........................................................... [available next version]
ENROLLMENT AGREEMENT & SUBSEQUENT CONTACT PROFILE UPDATES ....... [available next version]
NEW STUDENT ORIENTATION CHECKLIST .................................................. [available next version]

3. 3
INFUSIONSOFT OVERVIEW
This video outlines the fundamentals of Infusionsoft:
 How to Navigate Infusionsoft
 The basic features of Infusionsoft
 What Are Contacts?
 What Are Opportunities?
 How to Access Your Inbox
 How to Access Support
 Searching for Contacts & Opportunities

4. 4
HOW TO SET UP LEAD NOTIFICATIONS
Email notifications for leads are submitted to the email address: ockmmasales@outlook.com. Please
see your manager for the password.
It is suggested that, as a sales person, you set up your mobile device to receive these email notifications
so you can react to the lead submission as quickly as possible Instructions for setting up this email
address on your phone are included in the above video. Supporting links are below>
 How to set up ockmmasales@outlook.com on your iPhone
 How to set up ockmmasales@outlook.com on your Android phone.

5. 5
CONTACTS & OPPORTUNITIES OVERVIEW
This video outlines the fundamentals of Contacts & Opportunities:
 How Contacts & Leads Work
 Contact Management
 The different types of Opportunities
 Opportunity Management & The Sales Pipeline
 Shortcuts for Opportunity & Contact Management

6. 6
HOW CREATE AND ACCESS SAVED SEARCHES WITH
CONTACTS & OPPORTUNITIES
Saved searches allow you to filter and create segmented lists of various types of Contacts and
Opportunities. These searches can also be added to your Dashboard as widgets, making that
information more easily available to you as well.
You can create a saved search to view the Leads in the lead pool, or segment leads by attributes such as
program interest, their stage in the Sales Pipeline, their tags, or really…anything! We encourage you to
create your own Saved Searches to help you work more efficiently…
This video outlines how to create your own Search and access Saved Searches for both Contacts and
Opportunities in Infusionsoft.

7. 7
SALESPERSON & FRONT DESK:
LEAD TAGGING & CLAIMING PROCESS
All Leads will be directed into a Lead Pool, which can be accessed as a Saved Opportunity search.
When a Consultant makes Contact with a Lead, they will claim it as their own Lead and when an
Appointment is made by the Front Desk, they will need to receive credit for that Appointment.
The above video shows the steps for how to apply ownership to a Lead (claiming it), and give the
Front Desk credit for the Appointment, if applicable:
1. Update the Opportunity to the correct Pipeline Stage
2. Assign the Owner/Consultant
3. Tag w/ Consultant’s Name
4. Tag w/ Front Desk Staff’s Name (if applicable)
5. Leave Notes

8. 8
HOW TO SCHEDULE AN APPOINTMENT
Creating Appointments is quite easy, but there are a few steps involved with the process that must be
followed in order to successfully schedule an Appointment:
1. Schedule an Appointment via the “Schedule a PTC” Internal Form (both date fields)
2. Update the Contact/Opportunity to the PTC Scheduled stage, if applicable.
1. Commit the Sale to the Forecast
3. Create Appointment for the user/Consultant’s Calendar.
4. Leave Notes
This video outlines how to create an Appointment or PTC in Infusionsoft.

9. 9
MANAGING APPOINTMENTS
WITH NOTE TEMPLATES
Managing Appointments by Notes are the best way to keep track of a Contact’s history in terms of
Appointments (versus using tags, etc.).
Various note templates are available for quick application to the Contact’s profile including: Made
Appointment, Missed Appointment, Rescheduled Appointment, etc. Instead of typing in notes manually
for these types of actions, you can use the Note templates to apply template Notes to the accounts with
just a few clicks.
The video above shows how to apply a template Note to a Contact record:
1. Select and open a Contact record.
2. Scroll down to the Notes section
3. Click the “Note Template…” drop-down
4. Click Add Note to apply that template note to the Contact record.

10. 10
LEADS & MOVING THEM THROUGH
OPPORTUNITIES
Leads, or Contacts as they’re called in Infusionsoft, will have to be moved through various stages in
the Sales Pipeline.
These stages include being in the Unclaimed Active Lead Pool, through moving them to stages such as
ATT (Attempted to Text), ATC (Attempted to Call), LVM (Left VoiceMail), Working, PTC Scheduled, 30
Day Trial Activated, Closed, Lost, etc.
The video above shows how to move a lead through various Opportunities in the Sales Pipeline.

11. 11
ACTIVATING A 30 DAY FREE TRIAL
30 Day Trials need to be activated through Infusionsoft.
It is a 3 step process to set someone up with and activate a 30 Day Pass:
1. Fill out the “Activate a 30 Day Pass” Internal Form
2. Move the Lead’s Opportunity to the “30 Day Pass – Active” stage in the Pipeline.
3. Leave notes for the transaction.
The video above shows how to activate a 30 Day Pass in Infusionsoft.