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!
![]() |
Park It Here |
A global survey conducted by IBM in 2011 found that motorists in the U.S. waste 20 minutes of precious time in pursuit of a parking space. Not so great news for business travelers on the road. Fortunately there are some apps for that:
BestParking: ParkMe: Parker: SpotHero : |
|
![]() |
Save Time By Creating Activity Sets |
If you find that you are eating up time by entering the same tasks or events week after week to qualify leads or meet with new clients, you can build activity sets to generate those tasks or events in fewer steps. Activity sets can be applied directly to leads, contacts, organizations, opportunities and projects, and they can also be associated with stages in an opportunity or project pipeline.
We’ll use the process of hiring a new staff member to illustrate how to set up and use an activity set: 1 – Task: Review resumes (due after 2 days) You must be an Insightly administrator to access the system settings. Click Profile icon > System Settings > Activity Sets.
Type a name for the set in the Activity Set Name field and click the box or boxes for leads, contacts, organizations, opportunities, or projects. For our example, we’ve entered Staff hire, and ticked the For Projects box, since we use projects to manage staff member recruitment.
To begin adding activities to the set, click the Edit Activities link. Click the Choose Activity Type list and select Task or Event. Complete the form for the new activity. Insightly allows you to specify a relative due date by entering the number of days after the activity set start date or the number of days before an activity set end date for each task to fall due. (The start and end dates are selected by the user when the activity set is applied.) Insightly also allows you to skip days like Saturday or Sunday so activities don’t fall on weekends.
|
|
![]() |
Bittersweet Goodness |
![]()
If consuming chocolate is a regular part of your lifestyle routine, there’s good news on the horizon… if you’re willing to make some adjustments and switch to dark chocolate. Research findings show that chocolate in its most pure form can help mitigate the effects of ailments such as high blood pressure, high cholesterol, and certain cognitive functions.
Check out Insightly’s features and plans on our pricing page or sign up for a free trial of the best CRM around. Send Us Your Tips. Would you like to share your tips with Insightly customers? Send them to us! If we use one in our weekly feature we’ll send you a $10 Amazon Gift Card! Contact us on Facebook, Twitter, Google+, or send us an email. 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. |