Infusionsoft workflow enhancement inside Mail on your Mac
Formerly Sidebar for Infusionsoft – the plugin has been renamed to Tealeaves.
The plugin has come under the complete ownership and support of Little Known Software as of 14 January 2013. Another step in this transition is the renaming and rebranding of the product to something with a more inspired name to help you see the future of your interactions with your clients.
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What is it?
Look to Tealeaves to help you perceive the future management of your clients with Infusionsoft.
Tealeaves is a plugin for Apple’s Mail that adds a panel to the right of your mail window giving you immediate access to the details about your client that are stored in your Infusionsoft application. Increase the effectiveness of your workflow right now!
You can also add new customers directly into Infusionsoft from the plugin. This allows you to ensure that any new customers you receive email from can be quickly added to Infusionsoft without disrupting your workflow to have to go into the Infusionsoft site.
You can view any existing Tasks, Notes, Filebox, Follow-Up Sequences and Tags that you have previously entered for customers. And right from Mail you can add new Tasks, Notes or Tags and even start and Follow-Up Sequence without leaving Mail.
This plugin was originally developed as a partnership with Automated Marketing Ltd., a leading consulting company for helping you get the most out of Infusionsoft.
Requirements
- OS X 10.6 or greater
- Infusionsoft Account
Release 1.2.2 - 14 May 2013
- Fixed: Fixed issue where a temporary ID could not be retrieved correctly.
- Fixed: Improve error presentation to help the user fix the problem, especially those to do with username and password.
Please ensure that your Infusionsoft user name and passord in the Tealeaves preferences are correct. Your best bet is to use the new Infusionsoft ID.
The last version was a bit of a pain for some of you, the way that it constantly asked to send an error message back to us. However, I have to tell you that it was very help and allowed us to resolve two issues that users have been seeing, but we could not reproduce.
See all of the release notes for Tealeaves