Thank you to everyone who voted on a name for our Tuesday tips feature!
We’re happy to present Turn It Up Tuesday, where we bring you 3 weekly tips—a tip on using Insightly, a tip on running your business, and a tip on improving your life. Enjoy this week’s tips!
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What’s in a name? Better search results. |
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When you’re searching for an Insightly project or a task related to one of your clients, you’re probably searching for the client, opening their organization or contact record, then scrolling down to the Links section to look through all related items.
One trick to make searching a snap is to set up a naming scheme for your opportunities, tasks, and projects, such as using the contact or organization name, the product or service, and the closing month and date. For example, you might name an opportunity “Company Inc. | Spring Fling Tickets | April 2016.” The next time you search for Company Inc. from Insightly’s global search bar—Ta-da! All the company’s projects will appear in the search results! |
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Choosing a Name for Your Business or Product |
| “That which we call a rose by any other name would smell as sweet.” — Juliet
I don’t know about Juliet’s online shopping habits, but if Etsy were named Grshkinmiffle, their business might not be doing so well. When coming up with a name for your business or product, find words that are memorable and have a connection to what you do. Make a list of all your ideas and say them out loud. Listen to how they sound—clever? catchy? meaningful? Find the right tone to match your business. |
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Remember What’s-His-Name |
| Do you have trouble remembering the name of someone you’ve just met? Ways to make a name stick include: Repeating it in the conversation (“Nice to meet you, Louie.”). Use name association, such as alliteration or rhymes (“Larry from Los Angeles” or “Dan the man”—but don’t call him that!). Of course, sometimes you’ll just need to ask again. |
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About the author: Tony Roma is Insightly’s Content Manager. He’s been helping businesses implement software solutions and improve their work processes for over ten years.
