Insightly Summary & Exercises

“If it’s not in Insightly, it doesn’t exist”. This is something you will regularly hear across the business.

The whole company (UK and Americas) use Insightly as a tool to input opportunities, monitor pipeline, input and phase projects, track KPIs and view client information. It is therefore extremely important that all information is kept as accurate and up to date as possible

Below are a few tasks for you to do following your Insightly training so you can try out some of the things you’ve just learned. For these you will need to be able to look at projects and know what each field means, as well as know where to find Reports and how to run them if needed.

Remember you must complete every section to complete your Onboarding process! Once you have finished a topic, please mark the section as ‘Complete’ using the button below