Turn It Up Tuesday: Tips from Insightly to Take Your Business to 11
Welcome to 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 email tips!
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Save Important Business Emails to Insightly |
| It’s important to keep track of correspondence with your customers, and finding an important email when you need it can save time, prevent confusion, and maybe even save a deal or two. To make finding these items even easier, Insightly includes an Emails tab where you can file away copies of messages relating to your customers, sales opportunities, and projects. Save important email messages to your CRM by forwarding or CC’ing them to your Insightly mailbox address. Even better, Insightly customers using Insightly for Google Apps or Outlook 2013 can not only save emails with the tools that appear right in your inbox, you can also create records like tasks and opportunities right from the Gmail gadget or App for Outlook 2013. |
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Manage Your Email and Keep Your Focus |
| Your head is for having ideas, not holding them. – David Allen David Allen’s advice and Getting Things Done method have helped many people better manage their time and tasks. Rather than thinking about something twice, you can write it down or set a reminder for later so that you can focus on your current goal and get more done.If you’re reading emails more than once, it’s not such a jump to compare your inbox to your brain—there’s so much to do that important things can get lost in there! There are many methods to sort through the clutter. You can create email folders to move messages out of your inbox and prioritize or mark them for follow-up. When reaching out to someone you could BCC yourself, but this could add to the clutter. If you’re sending invoices for clients or requesting assets from a freelancer or estimates from a vendor, a tool like Boomerang for Gmail can automatically remind you to follow up if you don’t get a response after a certain amount of time. And you can also schedule emails to be sent later, setting up your follow-up even before you need to follow up!  |
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Protect Your Private Information When Sending Email |
| Would you ever send information like credit card or social security numbers on a postcard? It’s easy to understand that what you write on a postcard is visible to whoever handles it, but it’s not so clear that email has similar problems. Email takes a long and convoluted path over the Internet, albeit a fast one, and passes through many computer systems before it reaches a recipient. This is the reason why industries like healthcare and finance are required to have secure messaging for patients and clients. Encrypting your email is an option to regain some privacy, but it still carries risks if you’re on a public WiFi network. Rather than sending such sensitive information in an email message, one option is to save it in a password-protected document, transfer it through a secure file transfer service like Send This or Dropbox, and then provide the password separately through email or phone. |
Send Us Your Tips
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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 workflows for over ten years.
