Transfer notes from Infusionsoft CRM to Agile CRM. We have 200 - 300 clients in Infusionsoft with notes attached to their file. We need the notes transferred to Agile CRM. Process: 1) Login into my Infusionsoft account. 2) Login into my Agile account 3) Open client file in Infusionsoft 4) Copy Notes from client file 5) Add Tag in Infusionsoft - 'Notes Copied' 6) Paste Notes into Agile CRM Done!
Skills: Data Entry