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Aprenda cómo navegar Infusionsoft

Introducción
Infusionsoft está diseñado para realizar sus tareas diarias de manera eficiente a través de menús de navegación personalizados. Sus opciones de menú se alinean con su edición de Infusionsoft y sus permisos. Los administradores del sistema pueden ver todas las opciones de menú disponibles y son capaces de editar los permisos para otros usuarios. Si no puede realizar una tarea específica, debe ponerse en contacto con el administrador de Infusionsoft de su empresa para obtener ayuda.

Instrucciones paso a paso

1 - Tablero

Al iniciar sesión en Infusionsoft, verá el panel de la página principal. Puede agregar informes y widgets de actividad para crear un panel de control personalizado. El panel de la página principal debe mostrar la información que necesita y proporcionar vínculos directos de navegación a listas e informes específicos relacionados con funciones

2 - Menú de navegación principal

Cuando se pasa el logotipo de Infusionsoft, se muestra el menú principal de navegación. El menú de navegación principal se compone de varias columnas para ayudarle a encontrar algo rápido. Aunque la mayoría de la gente pasa su tiempo en un área específica (por ejemplo, Marketing), la navegación principal le permite saltar a otra área rápidamente.

3 - Area Nav

Cada área del sistema (CRM, Marketing, E-Commerce y Admin) tiene un área de navegación correspondiente con opciones adicionales del menú desplegable. El navegador de área le permite realizar varias tareas (o trabajar todo el día) en la misma área del sistema.

4 - Barra de herramientas de usuario

El menú de la barra de herramientas de usuario proporciona acceso a herramientas de organización, personalización e información.

Inicio - Esta sección le da acceso para verificar correo electrónico, crear y administrar tareas y citas, así como cargar o acceder a archivos personales o de la empresa.

Visto recientemente

Muestra una lista de las últimas páginas que un usuario ha visto. Proporciona una forma rápida de navegar de nuevo a uno de ellos.

Mis favoritos - Este menú es personalizable.

Haga clic en Editar para agregar un enlace. Esta es una excelente manera de agregar enlaces a sitios web externos que frecuentes a lo largo del día (por ejemplo, blog de empresa, facebook o twitter).

Mercado 

Puede descargar campañas gratuitas, consultar diversas integraciones de terceros y conectarse con un Consultor certificado de Infusionsoft.

Mi perfil

Este menú le da acceso para personalizar su perfil, preferencias y firma de correo electrónico.

Ayuda

Este menú incluye una variedad de opciones de soporte, como leer artículos de ayuda, ver vídeos de capacitación, participar en el foro de usuarios o ponerse en contacto con el soporte técnico.

Búsqueda

Desde esta área, puede buscar un registro específico por nombre o número de ID. Utilice la lista desplegable para seleccionar un elemento diferente para buscar.

Contacto Quick-Add

Agregar rápidamente nuevos contactos a Infusionsoft.

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