We love opportunity records, because a single contact can have more than one, and because you get another 100 custom fields for each one. We like use them for a lot of things that are not the typical manually-handled sales pipeline that Infusionsoft teaches, and we’ve developed some interesting techniques for working with them. One […]
FieldMath for Sequential Numbering
Infusionsoft keeps ID numbers for everything — contacts, orders, opportunities, etc. — but they aren’t always what you want. For one thing they frequently go by twos, and for another they count all items of that type. So what if you want your own sequential numbering system? Use Field Math. 1. Create a custom field […]