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Brenda L.
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2016 Webinar Suggestions

Hello Insightly Customers!

We hosted over 200 webinars in 2015, covering a whole range of CRM and Project Management topics.

Now, we want your suggestions for topics you'd like to see us cover in 2016!   Please post your suggestions in the comments area below. Thanks!

 
 
 
 
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4 comments
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    Miles Skinner
    (Edited )

    Hi there! I'm a salesperson. Can you create a webinar on how to use Insightly throughout the whole sales cycle? Thanks!

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    Teresa R.

    Hi Miles, Great suggestion!  Our Customer Success Team is working on a new webinar which will focus on how to use Insightly during the sales cycle from beginning to end.  We intend to help salespeople like you generate more leads, optimize lead flow, and close more deals.  

    Thanks for the suggestion and keep them coming!

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    Randy Curtis Jr

    Advance use of pipelines, with atuo reminders etc

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    Teresa R.

    Hi Randy,

    Great suggestion!  If you have not already watched it, I recommend you take a look at our training video Automating Workflows.  This video focuses on Pipelines and Activity Sets within a project and how you can automate your process with each project.  For a more advanced look at pipelines, your suggested webinar is a great idea and I will update you here as we look into adding it to our webinars.  

    Thank you and keep them coming!

     

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