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Table Of Contents

Welcome Page and Adding New Users
User Permissions and User Groups
User Permissions and Roles
Quick Add Form
Cloning Records
Edit a Person’s Data
Adding Notes to a Person Record
Email History
Linked People
Creating Companies
Converting People to Companies
Join People and Companies
Person and Company Settings
Send a Broadcast to Multiple Recipients
Fax and Voice Broadcast Templates
Tagging People
Save a Search
Export Records
Customizing Infusionsoft
Custom Fields
System Labels
Company Files and Documents
Personal Files
Company Files
Logos
Dropdown Options
Person & Company Settings
Merge Field Defaults
Other Miscellaneous Settings
API and Security
Main Nav
Infusion Footer
Data Management
Import Preparation
System Configuration
Data Preparation
Advanced Options
Search Previous Imports
Third-party Import Tools
Update Records
Checking for Duplicates
Dup Checker
View Duplicates
Auto Merger
Capture and Convert Leads
Marketing Settings
Follow-Up Sequence Response Types
Follow-Up Sequence Schedule
Lead Sources
Follow-Up Sequences
Follow-Up Sequence Steps
Follow-Up Sequence Actions
Follow-Up Sequence Merge Fields
Web forms
Web Form Checkboxes
Check box options
Response Forms (In Application Web Form Use)
Trackable Links
Using Images as Trackable Links
Action Sets
Conditions on Action Sets
Marketing Reports
Products
Product Images
Digital Delivery
Software Licenses/Keys
Subscription Programs
Order Forms
Order Form Shipping
Shopping Cart/Storefront
Other Settings and Payment Options
Payment Options
Shipping Options for the Shopping Cart
Weight Based Shipping
Order Total Shipping
Order Quantity Shipping
Per Product Shipping
Sales Tax
Order Receipt Settings
Pay Plans
Discounts, Trials and Upsells
Shopping Cart Action Sets
Pay Per Click Tracking
PayPal
Generating a PayPal API Certificate
Shopping Cart Themes
Theme Customization
Customizing Header HTML
Storefront Layout
Cascading Style Sheets
Mirroring the Website – Tips and Tricks
Generate Links for Shopping Cart Product Bundles
Order Settings
Countries
Products and Subscription Programs
Product Options
Billing Options
Credit Card
Notification
Chargeback Disputes
Fulfillment
Invoice
Triggers
Order Reports
Fulfillment Reports
Order Processing, Billing and Collections
Order Handling
Refunds and Chargebacks
Chargeback Dispute
Credit Card Handling
Updating Credit Cards Online
Payments
Manual Payments
Automatic Billing
Invoices
Opportunity Management
Create Checklists
Statuses
View the Pipeline
Sales Triggers
Opportunities
Overview
Round Robin Assign
Create a new Opportunity
Searching for Opportunities
Product Bundles
Making a Sale
Buy Now Link
Opportunity Follow-Up
Sales Settings
Sales Pipeline
Opportunity
Loss
Buy Now
Sales Reports
Affiliates
Create an Affiliate Program
Parent and Child Relationships
Add an Affiliate Program
Understanding Affiliate Commissions
Commission Payout Overview: "Levels" and "Pay if Unused"
Multi-Level Commissions
Using Pay if Unused and Level Commissions Together
Override Program Commission
Affiliate Records
Affiliate Settings
Affiliate
Tracking
Payout
Affiliate Resources
Affiliate Emails
Affiliate Redirects
Affiliate Pages
Affiliate Banners
Affiliate Resource Center
Affiliate Home Page
Affiliate Reports
Index
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Infusion Soft User Gui Dev 7

Infusion Soft User Gui Dev 7

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Published by Nathalie Lussier

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Published by: Nathalie Lussier on Sep 12, 2011
Copyright:Attribution Non-commercial

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11/10/2012

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