Did you know there are three User Home layouts you can choose within Infusionsoft? Two of them are the older “legacy” kind and the other is the de-facto standard that you should be using. We believe the modern User Home Dashboard is better for users because it can produce very compelling stats and access to useful searches while making information available at-a-glance within Infusionsoft.
So, what’s the difference between these layouts? Pictured below are the three different kind of Infusionsoft layouts you can use. (Click to view them larger.)
Agenda View
Day View
Customizable User Home
We recommend that all users use the Customizable User Home for consistency and access to new widgets that are available. I’ll show you around in this quick demo video of it:
To change your User Home in Infusionsoft, it takes only seconds. Log into your application and click the link named “Switch to the new User Home.” From there you can add and customize your new widgets. If you don’t have it already, you can also add your Infusionsoft Success Path widget, too so you can build a great campaign from within the application.
It’s helpful to remember you can customize and keep adding those Little Box o’ Stats to your heart’s content and track as many numbers within each box. Those stats can count the number of items, sum, average, min and max of a given search. This means you can create customizable at-a-glance reports that show every time you log into Infusionsoft.
You might already be familiar with this if you’re a newer customer in the past year. If not, you can switch and go back anytime. If you desperately want to go back to the legacy User Home, you can – go to Setup > My Profile > Preferences (tab) and choose the view you want for your User Home. A quick video shows how this is done:
Think you got a cool dashboard? Tell us in the comments what you got on yours so users like you think about what to track on their User Home.
[Image credit: st3f4n]
Posted In: CRM
