Personalizar el panel de la página principal


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.


  1. oprolevorter

    hey there and thank you for your information – I have definitely picked up something new from right here. I did however expertise a few technical issues using this site, since I experienced to reload the website a lot of times previous to I could get it to load properly. I had been wondering if your hosting is OK? Not that I’m complaining, but sluggish loading instances times will sometimes affect your placement in google and can damage your high quality score if advertising and marketing with Adwords. Anyway I’m adding this RSS to my e-mail and could look out for much more of your respective fascinating content. Make sure you update this again soon..

  2. Helene Talburt

    Great post. I was checking continuously this blog and I am impressed! Extremely helpful information specifically the last part 🙂 I care for such info a lot. I was looking for this particular info for a very long time. Thank you and best of luck.


    A motivating discussion is worth comment. I do believe that you need to write more on this issue, it might not
    be a taboo subject but usually folks don’t speak about
    such topics. To the next! Cheers!!

  4. plenty of fish dating site

    Today, I went to the beach front with my kids.
    I found a sea shell and gave it to my 4 year old daughter
    and said «You can hear the ocean if you put this to your ear.»
    She put the shell to her ear and screamed. There was a hermit crab inside and it pinched
    her ear. She never wants to go back! LoL I know this
    is completely off topic but I had to tell someone!

  5. quest bars cheap

    You really make it seem so easy with your presentation but I find this topic to be really something
    that I think I would never understand. It seems too
    complicated and very broad for me. I am looking forward for your next post, I’ll
    try to get the hang of it!

  6. quest bars cheap

    I blog frequently and I truly thank you for your content.
    This article has really peaked my interest. I am going to book mark your website and
    keep checking for new information about
    once a week. I subscribed to your Feed as well.

  7. ps4 games

    My brother recommended I might like this web site.
    He used to be totally right. This publish truly made my day.
    You can not believe just how a lot time I had spent
    for this information! Thanks!

  8. ps4 games

    These are really fantastic ideas in concerning blogging.
    You have touched some pleasant things here. Any way keep up wrinting.

  9. quest bars cheap

    I’m not sure where you’re getting your information, but great
    topic. I needs to spend some time learning much more or
    understanding more. Thanks for fantastic info I was looking for this information for my mission.

  10. ps4 games

    It’s really a nice and helpful piece of
    info. I’m satisfied that you shared this helpful information with us.

    Please stay us up to date like this. Thank you for sharing.

  11. ps4 games

    Greetings from Idaho! I’m bored to death at work so I decided to browse
    your site on my iphone during lunch break. I enjoy the information you present here and can’t wait to take a look when I get home.
    I’m surprised at how fast your blog loaded on my phone ..

    I’m not even using WIFI, just 3G .. Anyways, good site!

  12. ps4 games

    This article is in fact a good one it helps new internet visitors, who are wishing
    for blogging.

  13. coconut oil

    It’s an remarkable post designed for all the online visitors;
    they will take advantage from it I am sure.

  14. coconut oil

    Cool blog! Is your theme custom made or did you download
    it from somewhere? A design like yours with a few simple adjustements
    would really make my blog jump out. Please let me know where
    you got your design. Kudos

  15. coconut oil

    A motivating discussion is definitely worth comment.
    I think that you ought to publish more about this issue, it may not
    be a taboo subject but typically people don’t discuss such subjects.
    To the next! Cheers!!

  16. free trial

    Spot on with this write-up, I actually believe this
    amazing site needs a lot more attention. I’ll probably be returning to read more,
    thanks for the information!

  17. free trial

    I don’t even know how I ended up here, but I thought this post was
    great. I don’t know who you are but certainly you
    are going to a famous blogger if you aren’t already
    😉 Cheers!

  18. sling tv

    Hey! I know this is kinda off topic but I was wondering which blog platform are you
    using for this site? I’m getting fed up of WordPress because I’ve
    had problems with hackers and I’m looking at alternatives for another platform.
    I would be fantastic if you could point me in the direction of a good platform.


    My relatives always say that I am killing my time here at net, except I know I am
    getting experience everyday by reading such pleasant content.

  20. sling tv

    Wonderful, what a webpage it is! This web site presents useful information to us,
    keep it up.

  21. sling tv

    Hi there! This blog post couldn’t be written any
    better! Reading through this post reminds me of my previous roommate!
    He constantly kept preaching about this. I most certainly will send this post to him.
    Fairly certain he will have a very good read. Thanks for sharing!

  22. sling tv

    I wanted to thank you for this fantastic read!! I
    absolutely loved every bit of it. I have you bookmarked
    to look at new stuff you post…

  23. sling tv

    Asking questions are truly pleasant thing if you are not understanding anything
    fully, but this article provides pleasant understanding

  24. sling tv

    Wow, amazing weblog format! How lengthy have you been running a blog for?

    you made blogging look easy. The total glance of your website is great, as
    well as the content!

  25. sling tv

    Greetings from Ohio! I’m bored at work so I decided to browse your website
    on my iphone during lunch break. I enjoy the info you
    present here and can’t wait to take a look when I get home.
    I’m shocked at how fast your blog loaded on my cell phone ..
    I’m not even using WIFI, just 3G .. Anyhow, very good blog!

  26. sling tv

    Your means of explaining everything in this paragraph is really pleasant, every one can easily know it, Thanks a lot.

  27. sling tv

    Useful info. Lucky me I found your website by accident, and I am surprised why this coincidence didn’t happened in advance!
    I bookmarked it.

  28. sling tv best package 2020

    We are a bunch of volunteers and opening a brand new scheme in our
    community. Your web site offered us with valuable information to work on. You have
    done an impressive job and our whole group might be thankful to you.

  29. sling tv

    Hi there, after reading this awesome piece of writing i am too glad to share my familiarity here with friends.

  30. Methadone Maintenance

    Local Alcohol Treatment Centers Dot Substance Abuse Professional ÿþ< Free Rehab Programs Best Drug Rehabilitation

  31. Substance Abuse

    State Funded Drug Rehab Outpatient Alcohol Rehab ÿþ< Luxury Rehab Centers Best Drug Rehabilitation Centers

  32. Va Alcohol Rehab

    Substance Abuse In Adolescence Opioid Rehab Centers Near Me ÿþ< Inpatient Alcohol Treatment Near Me Alcohol Rehabilitation Centers Near Me

  33. monoglove

    Major thankies for the blog article.Really looking forward to read more. Fantastic.

  34. porno

    Looking forward to reading more. Great article post.Really looking forward to read more. Will read on…

  35. Substance Abuse Treatment

    Genesis Drug Rehab Drug Rehab Centers Substance Abuse Programs

  36. vurtilopmer

    You made some decent points there. I looked on the internet for the issue and found most people will agree with your site.

Tu dirección de correo electrónico no será publicada. Los campos obligatorios están marcados con *