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CRM Best Practices for Insightly Worksheet (Tutorial)

The worksheet has a series of project, task, organization, contact and email import templates all designed to cover the following CRM best practices and processes for Insightly:

  1. Version History & Backups
  2. Advanced Security
  3. Managing Support Requests
  4. Managing Duplicate Records

If you have not already, please read Part 1 & Part 2 of my blog "5 CRM Best Practices for Insightly" before watching the video tutorial and downloading the worksheet:

Excel

Google Sheets 

I encourage you to give feedback and collaborate down below in the comments section.

 

Thank you,

 

Micah Feldkamp

 

Tags: implementation guide, best practices, security, login, SSO, gsuite, g suite, office 365, microsoft azure AD, microsoft active directory, multi factor, two factor, OAuth, authentication, 2FA, saml, 2.0, onelogin, okta, lastpass, identity provider, consultant, expert, help desk, support request, deduplication, historical duplicate analysis, user management, protocols, standard operating procedures, SOP, dedupely, flatly, flatly.io, backup, back up, database, restore

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