Step 2: Setup

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Getting Setup With InvestorFuse

As with all CRM’s, there is a certain amount of setup required. Luckily, we are doing all of that for you! While our support team connects your lead input channels use this time to start learning the InvestorFuse system.

You should receive an email from asking you for your login information for your phone system, website(s), and leads if you choose to import any. If you are not seeing this email, feel free to shoot them an email and they will be happy to help you.

Instructions on how to facilitate lead imports are located HERE 

DO NOT upload them yourself, it will trigger an automated task for each line item imported.

We will upload them for you. 

>>>Continue to step 3<<<

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