How To Get Infusionsoft Help Fast: Part 2

May 14, 2012

When it comes to getting Infusionsoft help fast, let’s take a closer look at the Dashboard including the layout options and the actual screen.

To access the Infusionsoft Dashboard simply hover over the Home icon in the top right and select “Dashboard” from the Tools menu that appears.

Infusionsoft Help Shortcut Icons Are Visible On Every Page

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Like it sounds, the Infusionsoft Dashboard is a place where you can view all of your most critical information that pertains to the health and wellness of your business including:

  • Active Opportunities

  • Appointments

  • Little Box o’ Stats

    • Tagging Activity

    • This Month’s Orders

    • Invoices with Failed Payments

    • And more with the Saved Search or Saved Report feature

  • Email Stats

  • Fulfillment Jobs

  • Activity Feed

  • RSS Feed

  • Usage Stats

  • Campaign Stats

Here’s how I have chosen to layout my Infusionsoft Dashboard:

 Infusionsoft Dashboard Full Screen

When it comes to the layout of your Infusionsoft Dashboard there is no right or wrong. That is why it is customizable. Experiment with it. Make it your own. Then go forth and prosper.

If you need more help growing your sales, check out the following resources scattered around this site and a few others I operate, such as: