Live Webinar: Insightly Getting Started (Trial Accounts)

Every day Insightly CRM & Project Management 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? Attend the Insightly Getting Started Webinar. This webinar is for users that have signed up for either an Insightly free account or an Insightly 14 day trial. This webinar will review:

  • Creating Business Objectives for a Successful Rollout 
  • How to Add Users in Insightly 
  • How to Import Data into Insightly 
  • Saving eMail in Insightly 
  • Using Insightly to Manage Sales 
  • Insightly Integrations (Google Apps, Xero, QuickBooks Online and many more) 
  • Insightly Mobile Apps 
  • Insightly Resources for Additional Learning 

Bring your questions and we will answer them at the end of the webinar via online chat.

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.

Have more questions? Submit a request
Top