We are a mortgage lending bank, that recently acquired the Infusionsoft CRM platform. We are currently in the process of learning the software and applying it to our business. Although our efforts have been great, we are still facing difficulties in adjusting and setting up our account.
We are looking for professionals with profound knowledge of the infusionsoft CRM platform. With the ability to carry out all of the tasks that we need accomplished. For example we need to arrange and design the templates, headers and footers for our various e-mails. We need to set up the dashboard and defaults as well.
This is a per project job, we have many other projects that we need to carry out to get ourselves set up well in this CRM.