Automation is key and will run seamlessly in the background if you use it. Many newer users spend their time tackling a million things just to keep the business going and get distracted from maximizing all that Infusionsoft can do!
Many Infusionsoft users forget that you can link your Broadcasts with Campaign Builder and create customization for following up on potential leads that may have interacted within the campaign but not completed a call to action.
You have the ability to make your Infusionsoft experience functional and personal by adding customized tabs, headers, and fields to reflect the information needed to query and merge data into your marketing or internal process emails.