Smart Help

Introduction

You now have quicker access to help resources in Infusionsoft. You can find this by clicking on the "?" at the bottom right of many pages in Infusionsoft. You can read help center articles, watch videos, or be walked through the setup of a particular feature. Now, the help you need will be at your fingertips without the need to leave Infusionsoft. The options you see when you click the help icon are specific to the page that you are viewing. For example, if you are on your home page dashboard, you will have access to help guides that show you how to configure the dashboard, how to quickly add a contact record from the quick-add menu, and more! We will be adding more help resources on more pages over time.

 

Step-by-Step Instructions

  1. If help is available on a specific page, you will see a "?" icon at the bottom right. Just click the icon and choose a help resource.