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Personalizar el panel de la página principal

Introducción

El panel de la página de inicio puede personalizarse para ajustarse a las funciones y responsabilidades de cada usuario de Infusionsoft. Cada usuario puede seleccionar aquellos que proporcionan acceso rápido a informes, estadísticas y otra información de prioridad superior que les ayudan a realizar su trabajo de manera más eficiente. Los usuarios pueden arrastrar y soltar widgets para organizar el panel de control basado en la frecuencia de uso y prioridades de trabajo.

1 - Vaya al panel de la página principal haciendo clic en el botón Inicio o haciendo clic en el enlace Panel de control.

2 - Haga clic en el botón Añadir widgets en la parte superior de la página.

3 - Haga clic en el botón Agregar al panel junto al widget que desea utilizar.

Una vez que se ha agregado un widget al tablero, puedes arrastrarlo y soltarlo en varias ubicaciones.

Instrucciones paso a paso

1 - Actividad reciente

Este widget muestra un flujo de actividad, similar a los flujos de redes sociales populares. Le mostrará cuando alguien llena un formulario web, abre un correo electrónico, hace clic en un vínculo y más. Las actividades se agrupan por persona. Haga clic en la flecha para ampliar la pantalla para ver todas las actividades.

2 - Todas las estadísticas de correo electrónico

Este widget muestra estadísticas resumidas de la actividad de correo electrónico.

3 - RSS Feed

Este widget le permite agregar un feed RSS a su página de inicio. De forma predeterminada, enlaza con InfusionBlog, pero puede editar el vínculo RSS para personalizar el feed. Agregue el widget más de una vez si desea ver varios feeds. Haga clic en Editar para cambiar la URL del feed.

4 - Artículos de calendario

Este widget muestra las citas diarias y proporciona acceso a citas pasadas y futuras. Si los permisos de usuario lo permiten, también puede ver citas asignadas a otros usuarios.

5 - Estadísticas personalizadas

Este widget muestra resúmenes de informes personalizados en su Página de inicio. Muestra el número de registros en una lista en particular, la suma o el promedio de una columna en un informe y más. Debe crear una búsqueda guardada antes de usar este widget. Este widget muestra resúmenes numéricos, pero puede hacer clic con facilidad para ver los detalles de la lista o del informe. Haga clic en Renombrar para personalizar el nombre del cuadro. Haga clic en Agregar otra estadística para agregar otra estadística al widget.

6 - Etapas de venta

Proporciona una cuenta de cuántos contactos están actualmente en cada una de sus etapas de ventas. Las vistas completas de la lista están disponibles haciendo clic en cada etapa.

7 - Tareas

Permite un acceso rápido a tus tareas diarias directamente desde tu panel de control.

8 - Búsqueda guardada o informe guardado

Este widget muestra los primeros 20 registros individuales en una lista o informe en particular. Puede hacer clic en Ver todos los resultados para ver la lista completa o el informe.

9 - Estadísticas de uso

Este widget muestra la actividad del sistema para que pueda ver el número total de avisos de usuario, difusiones, formularios web activos y más.

10 - Contactos

El widget de contacto está diseñado para ayudarle a agregar contactos y proporcionarle información sobre su (s) lista (s). Si aún no ha agregado contactos, el widget se mostrará en su panel de forma predeterminada. Una vez que agregue contactos, el widget se desbloqueará y le proporcionará acceso rápido a sus contactos. También tiene la opción de intercambiar los números predeterminados de 'todos los contactos' con un número de una etiqueta específica. Para filtrar por etiqueta, simplemente escriba el nombre de la etiqueta en la parte superior del widget.

11 - Email

El widget de correo electrónico está diseñado para ayudarle a enviar su primera difusión por correo electrónico. Una vez que haya enviado su primera transmisión, el widget se desbloqueará y le presentará informes detallados de las últimas 5 transmisiones de correo electrónico que haya enviado. Simplemente seleccione la emisión en la lista desplegable de la parte superior.

12 - Todas las ventas

El widget Todas las ventas le ofrece una vista rápida de los pedidos y las ventas realizadas para el mes, año o trimestre. Una vez que un pedido es registrado, el widget mostrara la cantidad en dólares de las ventas, del mes a la fecha. También puede realizar una orden manual desde este widget.

13 - Trabajos de Fulfillment

Este widget muestra todas las tareas que se le asignan. Haga clic en un enlace para acceder a los detalles del trabajo y documentos relacionados (hojas de cálculo, etiquetas, cartas, etc.). Una vez vistos, las tareas se ponen en estado "Procesando" hasta que los marca como completos.

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