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Insightly Calendar of Events


☆ With the summer season in full swing, our Insightly Insider series will be heading to the beach for a short vacation. But don't worry, you can check out all of our awesome Insider discussions of the past here.

In the meantime, please take a look at our upcoming online and offline events: 

Popular Insightly Webinars


Tuesday, October 3 @ 2:30 PM PT
Tuesday, October 17 @ 8:30 AM PT
Tuesday, October 31 @ 2:30 PM 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.
Wednesday, October 4 @ 8:30 AM PT
Wednesday, October 18 @ 8:30 AM PT
Wednesday, November 1 @ 8:30 AM PT
We will walk you through taking the first steps - managing and importing your contacts and tailoring your account to meet your company's needs. After attending this webinar and using Insightly, you will improve your organization’s internal collaboration and efficiency – making your life easier and ultimately building happy loyal customers.
Insightly Getting Started Webinar 
Every Wednesday @ 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. This webinar will review:
  • General navigation of the system 
  • Connecting email and creating email templates 
  • Customization of your account 
  • How to Import Data into Insightly 
  • Using Insightly to Manage Sales 

Project Management 


Wednesday, October 4 @ 10:30 AM PT
Wednesday, October 18 @ 10:30 AM PT
Wednesday, November 1 @ 10:30 AM PT
Interested in learning how to make your projects easier to manage, monitor, and coordinate? Attend this webinar to focus on your deliverables and stay ahead of schedule with Insightly. We will walk you through how to streamline your work and delight your clients & customers.
Every Thursday @ 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.
Insightly Overview Webinar 
Every Thursday @ 9:30 AM PT
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!
Wednesday, November 1 @ 8:30 AM PT
Thursday, November 16 @11:30 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.
See our full list of Insightly live webinars here.
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