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

Building the perfect sales rep dashboard

Opportunities inside Infusionsoft are, in the author's opinion, one of the most powerful tools available to not only drive sales, but provide valuable insights into what it is working and what isn't in the sales process.

In order to ensure that nobody slips through the cracks, there is a particular configuration of the dashboard for a sales rep that ensures that they can start their day off with focus and work the leads that need attention today.

While nothing can ever be perfect, this configuration ensures that a sales rep's dashboard can act as a very reliable ground control for them to see exactly how their pipeline is operating.

For this recipe, we will be creating two saved opportunity searches and then configuring the dashboard.

Getting ready

We need to be logged in to Infusionsoft, inside a specific account, and should already have our opportunity stages configured.

How to do it...

  1. Hover over the main navigation and, in the CRM section, click on Opportunities...