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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

Setting a user's default start page


There are many different options that can be configured for each user. One of the lesser known abilities is the option to set which page displays upon logging in. This can be a massive time saver, especially for those users who log in multiple times a day.

Getting ready

We need to be logged in to Infusionsoft and inside a specific account.

How to do it...

  1. In the upper-right corner of the navigation, hover over the person symbol and click on Edit My Profile, as follows:

  2. In the tabs at the top of the page, click on Preferences:

  3. In the Misc section, next to the Default Start Page setting, select the radio button for what we want to display upon login; click on Save at the bottom of the page:

How it works...

This setting controls what a user will see upon logging in.

There's more...

We can make any main navigation item display upon loading by selecting the My Nav (top link) option. This will load whichever menu option is configured at the top of the My Nav section of...

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Infusionsoft Cookbook
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