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Beginner Level Webinars

  1. Edit Your Profile
    Learn the basics of editing your user profile.


  2. Using the Calendar
    Here you will learn how to use the calendar with tasks and appointments on your home page, as well as how to link tasks to a contact record.


  3. Creating a Contact Record
    Manually create a new contact record in your Infusionsoft application.


  4. Searching for Contacts
    Learn about different types of basic and advanced search functions.


  5. Sending an Email from a Contact Record
    Learn how to send a single email to a contact.


  6. Sending a Batch Email
    Learn how to send a batch email to a group of contacts.


  7. Creating Groups
    Create groups to help you search and organize the contacts in your database.


  8. Creating Custom Fields
    Create up to 100 additional custom fields for your contact records.


  9. Importing Contacts
    Quickly & Easily import your lists into Infusionsoft.



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