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 CRM, a tip on running your business, and a tip on improving your life. Enjoy this week’s tips!
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Get a 360-Degree View with Insightly Linking |
| Insightly’s linking feature is a powerful way of defining and visualizing the connections between your contacts and every other piece of information in your CRM. Do you want to note who is making decisions about a project’s requirements? See which company is involved? Contact someone in a related department? Check if there are related deals in progress? Each of these items can be linked together in the Links section, and tasks and emails can be linked to these items in similar ways. You can create connections between people, companies, sales opportunities, and projects to define the relationships between any of these entities. To capture these affiliations and create links to an item in Insightly: open the record, scroll down to the Links section, and begin typing the name of a contact, organization, etc. to search for, and select the right match. Once that’s done, every connection is visible to your and your coworkers, and you’ll have a clear view of the connections and interactions that affect your business.
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Ask for Another Opinion |
When you’re focused, driven, and making your business grow, it becomes easy to think you’ve got all the answers. Rest assured that you don’t. Everyone will make mistakes that they can learn from, but many mistakes can be avoided or mitigated by getting the opinions of other professionals in areas outside of your expertise. Talking to an accountant, lawyer, or banker can help you fill knowledge gaps, spot market changes, and connect the dots between new and existing ideas. Businesspeople from completely different fields can offer a fresh perspective, and your own employees will always have insights to offer you. Considering the advice of others is key to expanding your view, so ask questions and listen up!
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Travel to Stay Healthy and Young |
| “The world is a book and those who do not travel read only one page.” ― Augustine of Hippo Learning new languages and the history of new places are a couple of ways that travel expands your horizons, and a travel vacation brings about many health benefits. The Global Coalition on Aging analyzed existing research studies and surveyed adults in the U.S. to conclude that “as one travels, one will be healthier.” At least 60% of travelers reported getting more exercise when traveling than they do at home, and 89% are able to leave work stress behind after being on vacation for just a day or two. The responses indicate great physical and mental benefits and reflect the social and brain stimulation that can be achieved through traveling—benefits that are known to keep the mind healthy and reduce the risk of Alzheimer’s. In addition to stimulating the mind, people who travel annually have significantly lower risks of heart attacks and death from heart disease. Isn’t it about time to plan your next trip? |
Send Us Your Tips
Would you like to share your tips with other Insightly customers? Send them to us!
If we use one in our weekly feature we’ll send you a $10 Amazon Gift Card!
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And if you haven’t tried the best CRM around, check out Insightly’s features and sign up for a free trial.
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.
