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Infusionsoft - Gathering Customer Info

Infusionsoft will be turned on as soon as the customer returns the email campaign with all their changes.

VitaLogics will need the following information from you so we can get started on setting up your Infusionsoft account:

1) Do you currently have an Infusionsoft account?

  • If you do please supply your Infusionsoft Username & Password

2) Approximately how many patients will you have in your rolodex

3) Your clinic info:

  • clinic name -
  • clinic address
  • clinic phone number
  • clinic email
  • clinic website 

4) Which Citrix License can VitaLogics use to set up your Infusionsoft

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