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Insightly Calendar of Events


Here's a look at our upcoming online and offline events: 

Popular Insightly Webinars

 

Mastering Insightly's Reporting webinar

Tuesday, June 27th @ 8:30 AM PT

Reports help you get a new view of your CRM data. From a manager keeping track of sales or your team's work progress, to an individual contributor monitoring your own workload, advanced reports can help you stay on top of everything that's going on in your business. This webinar is a great introductory training into utilizing Insightly's reporting features. There will be a Q&A session towards the end of the webinar and the webinar will be sent over on demand to review.

 

Customizing Insightly For Your Business webinar

Tuesday, June 27th @ 8:30 AM PT

Attend this webinar to learn how you can customize Insightly for your company. We will cover individual user customization options as well as customizations that the account administrator can make in order to fit your company's needs. There will be a Q&A session towards the end of the webinar and the webinar will be sent over on demand to review.

 

Workflow Automation webinar

Wednesday, June 28th @ 8:30 AM PT

Interested in learning more about how you can set up workflows to automate tedious system tasks? Join our Workflow Automation webinar to learn about this new feature and how it can save you time from manually contacting customers, updating records and adding tasks to follow up with sales prospects. There will be a Q&A session towards the end of the webinar and the webinar recording will be sent over on demand to review. NOTE: This Workflow Automation feature is only available for Professional and Enterprise customers.

 

Insightly's Getting Started Webinar

Wednesday, June 28th @ 9:30 AM PT

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.

 

Ask Insightly Anything: Question & Answer Session with an Insightly Expert webinar

Thursday, June 29th @ 8:30 AM PT

Join this Q&A webinar where you will get a chance to ask any Insightly related question. Wondering how to create email templates, or set up custom fields, join this webinar to post your questions and get expert advice from a Customer Success Specialist.
 

Streamline Your Sales Pipeline webinar

Thursday, June 29th @ 8:30 AM PT

Interested in learning how to define your current sales process? Attend this webinar to streamline your current sales process with Insightly's Pipeline. We will walk you through how to manage sales prospects until they are qualified and ready to go through the rest of your sales cycle. There will be a Q&A session towards the end of the webinar and the webinar will be sent over on demand to review.

Insightly Overview webinar

Thursday, June 29th @ 9:30 AM PT

Every day Insightly CRM & Project Management helps thousands of businesses organize information on customers and prospects, allowing them to: Increase Sales Improve internal collaboration and efficiency Provide better customer interactions Access a macro or micro overview of their business Attend this webinar to get an overview of Insightly (including a product demo). You'll learn how Insightly can help you become a productivity ninja so you can run your business better!

See our full list of Insightly live webinars here.

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