The My Nav portion of the navigation pane lets you bookmark top used features for easier access. These might include such items as Basic Training with resources to get you started using Infusionsoft. Initial Setup with a checklist of actions needed to set up your Infusionsoft application, the customizable Dashboard with tools and widgets to see your business at a glance, and My Day, which shows all of your tasks, appointments and associated contacts so you can plan your day.
Infusionsoft Dashboard Overview
Learn more about our customizable dashboard.
Campaign Dashboard Widget
Create a Campaign Dashboard Widget to Gain Insight into Your Campaign Open a campaign that you have already published On the top-right of the canvas, click on the Actions button and select the first option, Create Reporting Widget... ...
My Day Overview
The My Day section of Infusionsoft helps you stay on top of the Tasks, Appointments, and “next actions” that keep your business organized, your follow up on schedule, and your deals on track.
Each Infusionsoft user can track their tasks and appointments through Infusionsoft. These are individual calendars, not a group calendar. You can allow users to view each others calendars and tasks by editing their user permissions. Infusionsoft may...
Each Infusionsoft by Keap user can track their tasks and appointments through Infusionsoft. You can allow users to view each others calendars and tasks by editing their user permissions . Infusionsoft may also automatically assign tasks or ap...
Manage tasks and appointments with My Day
The My Day page consolidates tasks and appointments onto one page. With My Day, you can focus on one area of Infusionsoft to perform your daily activities instead of jumping around to various pages in Infusionsoft.
Task Note Report
The task note report allows you to view pending and completed tasks for all users in your application. Go to Admin > Reports Click Task Note Report Edit the Search Criteria as needed Click Search Review or manipulate the rep...