Initial Setup Checklist
Essential tasks for new Infusionsoft customers
Overview:
- System Requirements
- Sign In to Your Infusionsoft Account
- Change Your Infusionsoft ID Email Address
- Learn How to Navigate Infusionsoft
- Customize the Home Page Dashboard
- Upload Your Company Logo
- Configure Your Email Footer
- Customize Your Email Signature and Profile
- Invite or Delete Users
- Update Your Billing Information
- Make a Payment on Your Infusionsoft Account
- Upgrade Your Account Users or Contact and Email Levels
- Get More Help and Support
- Lifecycle Marketing