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 Keap Cookbook

You're reading from   Keap Cookbook Over 75 effective recipes for CRM optimization, marketing automation, and workflow mastery

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Product type Paperback
Published in Jun 2024
Publisher Packt
ISBN-13 9781805129493
Length 298 pages
Edition 1st Edition
Concepts
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Author (1):
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Michelle Bell Michelle Bell
Author Profile Icon Michelle Bell
Michelle Bell
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Toc

Table of Contents (20) Chapters Close

Preface 1. Part 1: Getting Started with Keap FREE CHAPTER
2. Chapter 1: System Overview 3. Chapter 2: Designing Your Space 4. Chapter 3: Managing Contacts 5. Part 2: Streamlining Communication
6. Chapter 4: Communicating with Your Lists 7. Chapter 5: Managing Sales Pipeline 8. Part 3: Sales Pipeline Management
9. Chapter 6: Marketing Forms and Landing Pages 10. Part 4: Automation and Reporting
11. Chapter 7: Easy Automations 12. Chapter 8: Advanced Automations 13. Chapter 9: Reports 14. Part 5: Integration and Optimization
15. Chapter 10: Tying It All Together 16. Chapter 11: Five Essential Automation Funnels 17. Chapter 12: Data Management and Maintenance 18. Index 19. Other Books You May Enjoy

Setting up the Keap mobile app

Keap Pro/Max comes with a mobile app that lets you add contacts and companies on the go as well as access customer info. You can easily manage tasks and appointments and apply notes and tags to contacts, ensuring they move through your automations seamlessly.

Use the app to receive mobile reminders and alerts so you never miss important dates and activities. The Keap mobile app ensures you and your customers have a winning experience.

You can download the Keap app from the App Store for iPhones and iPads: https://itunes.apple.com/us/app/infusionsoft/id1421097870?ls=1andmt=8

Download the app from Play Store for Android (only for 8.0 or later): https://play.google.com/store/apps/details?id=com.infusionsoft.mobile.nimo

Initial setup

Once you’ve successfully downloaded the app, it’s time to open it and log in:

  1. Enter the same email address you use to log in to the website.
  2. Complete the security check, enter your password...
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