Insightly Training Course
Chicago, Los Angeles
Insightly is a powerful CRM and Project Management program. From simple contact and task management to tracking sales opportunities and proposals, to managing projects and events.
Insightly will maintain a full history of customer interaction all through one easy-to-use online and mobile interface.
Onsite or webinar training available countrywide.
Introduction to Insightly
This beginner course will teach users how to setup an Insightly account, create and manage contacts, add and follow up on sales opportunities, add tasks and manage projects, manage all your customer correspondence, run reports and manage events all in one user friendly place.
Detailed course outline
- Signing Up and Logging into Insightly
- Create an Insightly Account
- Access Insightly on Different Platforms
- Navigate the Insightly Web Platforms
- Change your User Settings
- Creating and Managing Organizations
- Add Organizations
- Act on Organizations
- Creating and Managing Contacts
- Add Contacts
- Act on Contacts
- Creating and Managing Opportunities
- Add Opportunities
- Act on Opportunities
- Working with Tasks and Projects
- Manage Tasks
- Manage Projects
- Managing Emails and Generating Reports
- Manage Emails
- Generate Reports
- Managing Events and Notifications
- Manage Events
- View and Change Notifications
Our outlines are a guide to the content covered on a typical class. We may change or alter the course topics to meet the objectives of a particular class.