Book Image

Infusionsoft Cookbook

By : Paul Sokol
Book Image

Infusionsoft Cookbook

By: Paul Sokol

Overview of this book

Table of Contents (18 chapters)
Infusionsoft Cookbook
About the Author
About the Reviewers

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...