Introduction

Before any professional caterer leaves for a job, they double-check to ensure that all food items and equipment, needed for the specific job, are present. This chapter is intended to operate as a double-check of your Infusionsoft before taking off into the recipes contained in this book.

The first four recipes are designed to be a good checklist to go through when adding a new user; the latter ones are mainly admin or set it and forget it functions.

By ensuring that the following things are set up, you'll be able to get things done faster while maximizing the functionality available to you.

For all recipes in this book, we are assuming that the user is logged in to a specific Infusionsoft account and has the necessary access permissions.