Updated Add a Contact form

Hey gang! We have made an update to the Add a Contact form in InfuseFT to give you the ability to now put new contacts directly into Nurture or make Active. The new Add a Contact with Nurture/Active options Form replaces the old one and can be accessed by clicking on the green + sign toward the top right of your Dashboard (same as before) . Here’s your options:

– Prospect: This is the default and the Contact will appear in your Lead Management widget under “These people need their first call to schedule a consult” (works the same way as entering them through the original Add a Contact form).

– Nurture: When you enter them in as Nurture they’ll go directly into your Long-term Nurture bucket and cultivation pipeline.

– Active: When you enter them in as Active they’ll go directly into your Active Clients bucket and will NOT start them in the New Client or NPS sequences. Use this option when you want to enter an existing Client into InfuseFT that has been training with you already.

Here’s also a short video walkthrough of the new Add a Contact with Nurture/Active options Form – https://www.loom.com/share/d1e172c0f6ec4c87ba89bc8c9afa50eb

Please let us know if you have any questions, thanks!