Advisor Resources Center

07. Professional Guidelines
New video

Professional Guidelines and Usage

What you will learn in this video

  • ✓Understand your compliance responsibilities when using InfusionOS resources, including LinkedIn content, lead magnets, landing pages, and promotional materials.
  • ✓Learn why firm approval is required before publishing or distributing external-facing content.
  • ✓Understand how to manage contact permissions and enable Nurture Permission before adding contacts to automated communications.
  • ✓Discover best practices for maintaining compliance, professional accountability, and responsible use of InfusionOS.

About this video

This section covers the compliance guidelines and responsibilities associated with using InfusionOS. You'll learn how to obtain necessary approvals, manage contact permissions, follow email communication requirements, and use platform resources responsibly while adhering to your firm's policies.