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Personaliza tu firma y perfil de correo electrónico

Introducción

Cada usuario de Infusionsoft tiene un registro de perfil. Los detalles del perfil se dividen en dos niveles de secciones con pestañas. La información del perfil se muestra en el nivel superior de las pestañas. El segundo nivel de pestañas muestra secuencias de seguimiento activas, cuentas de correo electrónico configuradas en Infusionsoft y plug-ins activos.

Instrucciones paso a paso

1 - Personaliza tu perfil de usuario
1 - Haga clic en Editar mi perfil en la barra de herramientas de usuario para personalizar o actualizar su perfil.​

2 - Edite la información del perfil en cada ficha. Haga clic en el botón Guardar cuando haya terminado de realizar cambios.

2 - Pestaña General

Ingresa o edita la información de tu contacto en los campos de esta página. Los campos de nombre, apellido y dirección de correo electrónico son obligatorios. Los otros campos son opcionales, pero lo mejor es que cada perfil de usuario sea lo más completo posible.

3 - Ficha de Preferencias
 - Preferencias: Aumente la eficiencia estableciendo preferencias que se correspondan con las responsabilidades del trabajo. Asegúrese de que cada usuario tenga acceso rápido a la información más relevante para realizar sus tareas diarias dentro de Infusionsoft.

 - Ficha predeterminada en la segunda fila de contacto: Esta configuración controla qué pestaña aparece primero cuando ve la parte inferior de un contacto. La ficha tareas es la vista predeterminada. Utilice esta configuración para asegurarse de que se muestre el historial más relevante para el rol de cada usuario (es decir, un representante de ventas necesita ver oportunidades).

 - Tipo de búsqueda predeterminado: este ajuste controla el tipo de búsqueda predeterminado para el cuadro de búsqueda rápida situado en la parte superior derecha de la aplicación Infusionsoft. Seleccione de Contacto, Empresa, Tarea / Apt / Nota, Pedido, Suscripciones u Oportunidad.

 - (Opcional) Página inicial predeterminada: Esta opción controla la primera página que ve el usuario cuando se conecta a Infusionsoft. Vaya a la página que desea usar como su página de inicio y copie la URL que comienza con / Admin / desde una página diferente para reemplazar la predeterminada (por ejemplo, /Admin/myFiles.jsp.) La página de inicio de Infusionsoft es la predeterminada.

 - (Opcional) Vista de búsqueda predeterminada para Contactos y Oportunidades: esta opción controla la forma de ver listas de contactos y registros de oportunidades. La vista interactiva aumenta la eficiencia al trabajar y actualizar las listas. Puede cambiar esto a vista de cuadrícula si prefiere ver más registros por pantalla y alinear los datos en columnas de estilo de hoja de cálculo.

 - (Opcional) Firma en la parte superior de la respuesta: Esta configuración controla la ubicación de su firma en las respuestas de correo electrónico enviadas por Infusionsoft. Omita esto si está utilizando el complemento de Outlook o un programa de correo electrónico diferente para comprobar su correo electrónico. Esto se establece en no por defecto. Configure esta opción en Sí si está utilizando el cliente de correo electrónico de Infusionsoft para verificar y responder a los mensajes de correo electrónico.

 - Vista de calendario predeterminada: Esta opción controla el número de días que se muestran en su calendario. Se establece en día de forma predeterminada. Seleccione de día, semana o mes.

 - Hora de inicio y fin predeterminada: Esta configuración controla el intervalo de tiempo diario que se muestra en el calendario. Ajuste estos ajustes si un usuario trabaja horas no estándar.

 - Zona horaria: su zona horaria se detectará automáticamente cuando cree su cuenta de Infusionsoft por primera vez.

4 - Ficha de firmas
Personalice sus firmas de texto sin formato y HTML. Estas firmas se pueden combinar en plantillas de correo electrónico. El campo de combinación de firmas de usuario facilita la actualización de la firma cuando cambia la información de contacto. En lugar de editar cada correo individualmente, puede editar su firma de correo electrónico. Se actualizará automáticamente en todas las plantillas de correo electrónico donde se utiliza el campo de combinación de firmas. Introduzca una firma de texto y HTML para que pueda utilizar los campos de combinación en cualquier tipo de plantilla de correo electrónico.

 - Firma de texto: Esta firma se fusiona en correos electrónicos de texto sin formato. Los correos electrónicos de texto no aceptan imágenes o formateo de texto (es decir, fuente, negrita, color).

 - Firma HTML: esta firma se fusiona en correos electrónicos HTML creados con el generador de arrastrar y soltar. Puede diseñar la firma HTML añadiendo imágenes o formateando el texto (es decir, fuente, negrita, color).

5 - Ficha Notas(Opcional)

Agregue notas sobre un usuario específico.

6 - Ficha Grupos de usuarios:
Asignar a cada usuario a uno o más grupos de usuarios relacionados con el trabajo.

 - Contabilidad: Asigne un usuario al grupo de contabilidad si sus responsabilidades incluyen cualquiera de los siguientes: Administrar productos, crear o actualizar el carro de compras y formularios de pedido o supervisar informes de órdenes. El acceso de este grupo es el mismo que el del grupo de encargados.

 - Admin: Asigne un usuario al grupo admin si sus responsabilidades incluyen la administración avanzada de Infusionsoft (por ejemplo, importar, configurar los valores predeterminados del sistema, administrar usuarios). Los usuarios del grupo admin tienen acceso a todas las áreas de Infusionsoft y ver todos los informes disponibles . Podrán utilizar su sistema Infusionsoft sin restricciones.

 - Gerente de marketing: Asigne un usuario al grupo de gerente de marketing si sus responsabilidades laborales incluyen la creación de campañas, el seguimiento de las fuentes principales y la supervisión de informes de marketing relacionados con campañas.

 - Administrador de pedidos: Asigne un usuario al grupo de contabilidad si sus responsabilidades de trabajo incluyen cualquiera de los siguientes: administración de productos, creación o actualización del carro de compras y formularios de pedido o supervisión de informes de órdenes. El acceso de este grupo es el mismo que el grupo Contabilidad.

 - Gerente de Ventas: Asigne un usuario al grupo de gerente de ventas si sus responsabilidades incluyen la creación y actualización de etapas de la etapa de ventas en el módulo de oportunidades, asignando oportunidades a los representantes de ventas, supervisando la actividad de representantes de ventas o revisando informes de ventas.

 - Representante de Ventas: Asignar un usuario al grupo de representantes de ventas si sus responsabilidades incluyen contactar a clientes potenciales, seguir el proceso de ventas a través de oportunidades (por ejemplo, agregar notas, mover etapas de ventas). Los usuarios de los grupos de representantes de ventas pueden crear y asignar una oportunidad .​

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