Getting Started

You may wear many hats in your business or have employees that manage specific business functions; either way, we have some helpful guides to get you started.

Articles

 I'm New and Just Want to Learn the Basics
Download the Full PDF Version Before you start... If you have questions about how to use Infusionsoft, check the Help Center first. At the bottom of each article, please let us know if you found the resource helpful so that we can ensure you...
I Just Purchased Infusionsoft and Need to Set it Up for the First Time
Please note! Most of features described in this article require you to have Admin permissions in Infusionsoft. Review the Basic Getting Started Guide First, review the basic getting started guide for all new Infusionsoft users in order to ...
Learn How Sales Reps Manage Leads in Infusionsoft
Important ! In order to be able to see and manage opportunity records, an admin must add you to the Sales Rep group! Watch the Opportunity Management Overview Video   Watch the Opportunity Record Overview Video   See ...
Set Up Campaigns, Emails, Landing Pages and Report Marketing ROI
Email Builder Choose from a wide selection of hand-made email templates, or build it from scratch using our Email Builder tool. Send an Email Broadcast Send an immediate or scheduled marketing email to your contacts. It's suggeste...
Set Up Products, a Merchant Account and Billing Automation
Choose A Merchant Account Sign up now for Infusionsoft Payments or choose from one of the alternative merchant account offerings . You can also use PayPal Express Checkout but there will be some limitations discussed here . Set Up Yo...
Create Orders and Set Up Order Forms and the Shopping Cart
Create Manual Orders There are several ways orders can be created in Infusionsoft: (Manually) Creating an order by hand in the contact record (Automatically) Using order forms, the shopping cart, or with a 3rd party integration. The video be...
Set Up and Manage Your Sales Team in Infusionsoft
Important ! In order to be able to see and manage opportunity records, an admin must add you to the Sales Rep group! Watch the Opportunity Management Overview Video Watch the Plan Your Sales Stages Video Edit the...
Set Up and Manage Your Referral Partner Program in Infusionsoft
Watch the Referral Partner Program Overview Video Decide How Partners Will be Tracked If two partners are marketing to the same person and the person clicks on both of the partner's links...which partner gets credit for the sale? Ch...