BUY - How To Buy Infusionsoft And Our Special Deal

Updated: 05/09/2021
Article #: 1


BUY - How To Buy Infusionsoft And Our Special Deal

 

Infusionsoft is critical for the buildout of your site. 

We are Infusionsoft experts and partners, by setting up Infusionsoft through us, you can receive 3 months of discounted rates. This is in addition to the setup fee being waived (normally costs between $300 - $5,000) and there is no annual contract using this link: https://buy.keap.com?country=US¤cy=USD&partnerAccountId=001j000000YC04OAAT&linkPostedBy=005j0000000koeWAAQ&edition=2027&contacts=5000&users=3&promoCode=30%x3mos&bundleId=5633179943698432

Please let us know if you would like us to set up an account for you.  

NOTE: When we set up your account we will use the credit card listed in your contract unless a different credit card is authorized. 

Once we have set up your account, you will receive an email from Infusionsoft prompting you to log in and set your password. 

 

CONNECTING YOUR ACCOUNT TO CLIENT ENGAGEMENT ACADEMY 

 Instructions for Adding CEA to your  Infusionsoft Account 

  • Once your payment details get added by CEA, you will get an automated email with your login details sent to your email on file. (You can also search for the email using the phrase "Welcome to Infusionsoft) 

  • From that point, you will have full access to the system. 

How to add CEA to your Infusionsoft app 

 

This is about how to add a new user in Infusionsoft as an Administrator.  

 

We need you to add Rohit as an administrator. This will take up one seat license in your Infusionsoft account.  

 

If you have one available you will not be charged. If you don't have a seat available you will see a warning to buy another seat. You have two options: 1) purchase an additional seat, 2) contact Infusionsoft and ask them nicely to GIVE you one more. Not sure if that is going to work, but it's worth trying.  

1. Login to Infusionsoft 

2. Go to Admin > Users in the main navigation menu.

 

 

 

3. On the above screen click on Users. When you click on Users the following screen will appear. On this screen click on Add Users 

 

4. When you click on Add Users the following screen will appear: 

 

 

5. Enter Rohit in First Name box. Enter rohitg@clientengagementacademy.com in the Email box. 

    You MUST mark the box YES for Admin.

Repeat this step and enter Mike in the First Name box. Enter mike@mikeweiss.com in the Email box and mark the box YES for Admin.

    Click -> Send Email Invitation 

 

Send mikew@clientengagementacademy.com and rohitg@clientengagementacademy.com 

an email letting us know that Mike and Rohit have been added.


 

 

 




 







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