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Learn How To Navigate Infusionsoft

Tags: Navigation
 


Dashboard

When you sign into Infusionsoft, you will see your home page dashboard. You can add reports and activity widgets to create a custom dashboard. The home page dashboard should display the information you need and provide direct navigation links to specific role-related lists and reports.


Main Navigation Menu

When you hover over the Infusionsoft logo, the main navigation menu is displayed. The main navigation menu is comprised of several columns to help you find something fast. Although most people spend their time in a specific area (e.g. Marketing), the main nav allows you to jump to another area quickly.


Pro-Tip! What columns are displayed is restricted by permissions and what Infusionsoft edition you have.


Area Nav

Each system area (CRM, Marketing, E-Commerce, and Admin) has a matching area nav with additional drop-down menu options. The area nav allows you to perform multiple tasks (or work the whole day) in the same area of the system.


User Toolbar

The user toolbar menu provides access to organization, customization, and information tools.

  • Home - This section gives you access to check email, create and manage tasks and appointments, as well as upload or access company or personal files.



  • Recently Viewed - This displays a list of the last few pages a user has viewed. It provides a quick way to navigate back to one of them.



  • My Favorites - This menu is customizable. Click on Edit to add a link. This is a great way to add links to external websites you frequent throughout the day (e.g. company blog, facebook, or twitter.)



  • Marketplace - You can download free campaigns, check out various 3rd-party integrations, and connect with a certified Infusionsoft Consultant.



  • My Profile - This menu gives you access to customize you profile, preferences, and email signature.



  • Help - Read articles and watch videos in the Help Center. Stuck? Ask questions and participate in the Infusionsoft Community.



  • Search - From this area, you can search for a specific record by name or ID number. Use the drop-down to select a different item to search for.



  • Contact Quick-Add - Quickly add new contacts to Infusionsoft.