Day: April 9, 2024

Linking in Insightly creates ties between related items and provides relevant context to items in your database.Because Insightly uses hyperlinks to show the relationships, you can easily jump between items.

Insightly includes a number of shortcuts to navigate through the application with a press of a key or two. Click outside of an entry field and type the keys below

Insightly Sales Rep Instruction Manual Insightly includes all the CRM tools a business needs to manage their customer relationships and projects, from sales to project management. Adding, Searching, and Editing

● Log into Insightly.● Open the Leads area (as seen below). ● Click on the new Lead button (as seen below). ● Fill in all relevant business information for the