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 running your business, a tip on using Insightly CRM, and a tip on improving your life. Enjoy this week’s tips!
Image courtesy of Mister GC at FreeDigitalPhotos.net.
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Speech (giving) Therapy |
Of all of the identified phobias, the fear of public speaking still tops the list with 3 out of 4 people (75%) suffering from speech anxiety. With some practice and persistence, you can create a greater sense of ease when addressing a crowd. Here are a few tips:
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Connecting Contact Data Between Insightly and Xero |
Anytime after linking a customer in Insightly to a Xero contact you can merge Contact data in either direction.
Select a contact or organization in Insightly and click the Xero subtab. The system will automatically search through your Xero contacts for a matching Xero contact name for Insightly organizations, and a full (not first or last) contact name or email address for Insightly contacts. If Insightly doesn’t find a match in Xero, type a name in the search box and click Search. If there is no matching Xero contact, you can create one in Xero without leaving the Insightly page by clickingNew Xero Contact. Creating a contact will copy Insightly data and create a link to the Xero contact. If you later want to remove the record, delete the contact from Xero and then delete it from Insightly. |
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Holiday Stress Relief |
Running a business on top of the often self-imposed demands of the holiday season can be a recipe for trouble and unwanted and unnecessary stress. Whether it’s walking your dog, playing with the kids, or volunteering, spend time on things that bring you joy.
Make a difference in the life of someone else. Simple tasks such as smiling at a stranger as you walk down the street, or taking a moment to stop and say hello to people during an elevator ride are gestures that can quickly boost your mood and your energy. Jot down positive events from the day and review them and/or simply share them with a friend or partner. The long term effects of practicing and reflecting on positive things can re-train you to be overall more optimistic. Check out Insightly’s features and plans on our pricing page or sign up for a free trial of the best CRM around. About the author: Marta Bright is Insightly’s Content Manager. She’s been writing about the “business of technology” in the Silicon Valley for more than a decade. |