Each user has a calendar that will show any scheduled tasks, appointments, or sales opportunities. The calendar settings can be configured to ensure smoother daily operations.
Author: Paul Sokol
Paul Sokol has been using Keap since it was called Infusionsoft back in 2008. He even worked for Infusionsoft directly for five years: first as a Success Coach (launching over 200 new customers on the software) and then as a Product Manager. This book is a potent distillation of automation fundamentals that Paul has discovered through his tens of thousands of hours of in-the-trenches implementation.
Infusionsoft Cookbook – Chapter 1.1 – Setting Up Your User Signature
Each user inside Infusionsoft has their own profile that contains a customizable signature, which can be merged into automated communications, such as letters and e-mails. Having a user’s signature set will save time when configuring those communications.