Showing Companies & Contacts in Infusionsoft Opportunities

January 30, 2018

Clients have asked us how they can see both the companies and contacts in Infusionsoft opportunities.

Since this is not possible by default, we created a solution. Here’s an example spreadsheet:

Spreadsheet of Infusionsoft Opportunities Companies & Contacts — How to show Infusionsoft Opportunities with both Companies & Contacts.

<span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span><span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span>

Then, we added this to Google Data Studio:

About Josh Fialkoff

Josh is the founder and CEO of ForwardJump Marketing, which helps companies market advanced products and services to sophisticated customers.