Webinar Recording: Configuring Insightly CRM

Whether you're a new Insightly Admin or simply looking for configuration best practices, this webinar guides you through the steps to ensure you get the most out of your CRM. 

Join one of our product experts while they walk you though configuring Insightly for: 

  • Building lasting relationships with Contact Management
  • Closing more deals faster with Pipeline Management
  • Ensuring on-time delivery and happy customers with Project Management 
  • Managing your growing team with advanced features like custom objects and apps 
  • Tracking your success with dashboards and reports
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