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Infusionsoft Cookbook

Infusionsoft Cookbook

By : Sokol
4.9 (11)
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Infusionsoft Cookbook

Infusionsoft Cookbook

4.9 (11)
By: Sokol

Overview of this book

Infusionsoft is an all-in-one software-as-a-service (SaaS) for small business sales and marketing. It empowers businesses with the same level of automation and personalization that were previously only available to large corporate enterprises with deep pockets. You can easily manage customer relationships, target communications in an automated manner, and sell their products/services online effectively. Starting with recipes on the general setup and core competencies related to Infusionsoft, you will then learn about tools to enhance user experience. Further on, you'll dive deep into different strategies to attract, sell, and wow your customers. You’ll also explore different ways to manage administrative tasks and reporting, which are crucial to perform better workflow management. Later, you will become proficient in lead generation and lead management, referral management, report generation, and working with the campaign builder. Finally, the book closes with unsupported ninja hacks to take your business strategies into the stratosphere!
Table of Contents (12 chapters)
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11
Index

Adding custom statistics to your dashboard


Now that we know how to create saved searches and reports, we can add those directly to our dashboard. However, there are certain situations where seeing the full details is unnecessary.

This recipe is going to cover how we can take a saved search or report and display it as a statistic on the dashboard for faster consumption.

As with the previous recipe, while we are going to cover a specific example, the process to create a custom statistic is the same regardless of the search or report being used.

Getting ready

We need to be logged in to Infusionsoft, inside a specific account, and have a saved search available.

How to do it...

  1. In the upper-right corner of the navigation, hover over the house symbol and click on Dashboard:

  2. In the upper-right corner of the dashboard, click on Add Widgets:

  3. To the right of the Custom Statistics option, click on Add to Dashboard, as shown in the following screenshot:

  4. Using the second dropdown, select the record type containing...

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Infusionsoft Cookbook
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