Our Q1 release included a lot of exciting new features now available in Insightly. Join our product specialist, Andrea Lodigiani, as she dives deeper into the latest update.
Topics we'll cover
- Building Calculated Fields that will make it possible to calculate things like weighted revenue, labor costs, or scheduled date fields.
- Defining the accurateness of data in your system using Data Validation Rules.
- Creating new Dashboard Cards like charts or maps to track top lists and show territory mapping.
- Manage Products, Price Books, and Quotes from within Insightly with a suite of new features. (Enterprise Only)
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