Live Webinar: Getting Started with your New Account (Trial Accounts)

Every day Insightly helps thousands of businesses organize information on customers and prospects, allowing them to improve efficiency, maintain strong customer relationships, and increase sales.

But how do you get started? By attending Insightly's Getting Started Webinar. This webinar is best suited for users that have signed up for an Insightly free account or an Insightly 14-day trial.

This webinar will review:

  • General navigation of the system 

  • Connecting email and creating email templates

  • Customization of your account

  • How to Import Data into Insightly 

  • Using Insightly to Manage Sales

This webinar is scheduled to be 45-60 mins but may be longer depending on the number of questions.

Sign up for this live webinar

If you can't attend this webinar live, you can watch a recorded version here.

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