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!
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Refresher List |
| As you prepare for the 2016 calendar year, it’s a good practice to reflect on what did (and didn’t) pan out during your 2015 business year. Are your contact lists in order? Do you have visibility into your sales pipeline
The same holds true for those planning to launch a new business in 2016. Lists are a quick read, so keep one posted near your desk. In the meantime, here are a few bits of wisdom that might resonate:
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Setting Milestones |
| One of the most powerful features of projects is the ability to set tasks and milestones. You can create milestones for each step in the project and specify a target completion date for each milestone. Tasks can be created and associated with each milestone within the project, so you have more granular control of what needs to be done, by whom, and when. For projects that have a pipeline associated with them, we use stages instead of milestones. Stages are a form of milestone but operate on a linear timeline rather than standard milestones which can be overlapping. If you use milestones, you will not have a pipeline option and vice versa. To add a milestone, open the project, click on the Milestones subtab, and then click the Add Milestone button.
To see your milestones in a calendar view, click the calendar icon in the Milestones subtab. You can also subscribe to an iCalendar feed for the project by clicking on the subscription link below the calendar.
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Strike a Power Pose |
| It turns out that the hands on hips, wide-stance, gaze locked firmly in the distance pose isn’t just for the likes of Super Man or Wonder Woman. Research shows that it can actually work for the rest of us mortals, helping us become more confident.
Based on research conducted by Amy Cuddy (a PhD in Psychology from Princeton University), who shared her findings during a TED Talk, if you stay in a power pose for just two minutes, you can increase testosterone levels and therefore boost your confidence and willingness to take risks—or at the very least feel more powerful before you step into an important meeting.
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. |
