How to complete the Post Consult Form

How to complete the Post Consult Form

1. In Infusionsoft, open ‘Forms’ in the contacts toolbar view

2. Click the ‘Internal Forms…’ drop down and select ‘[OD] Post Consult Form’

3. Click ‘Fill Out Form’

4. Update any Application Form details for the client if necessary

5. Under the ‘Call Outcome’:

  • Enter in any call notes as you go through call

  • Select your name from the Drop Down

  • Select the call outcome

6. For Sale outcomes, complete relevant ‘sales details’ section below

7. Save the form


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