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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Feng Shui for Your Desktop |
Feng shui (pronounced “fung shway”) is the ancient Chinese practice of arranging physical objects to attract positive energy. It’s based on the idea that everything in a person’s surrounding environment affects his or her inner life.
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Deleting Emails and Email Templates |
If you’re doing a little data maintenance in your Insightly account or need to remove records to downgrade your subscription, you can delete emails and email templates by using the bulk editing options on the Emails tab.
Click the Emails tab in the left navigation bar. Select a subtab from the Emails page. (If you’re upgrading from a free trial to an “ineligible” plan, you’ll select the Email Templates tab.) Tick the boxes next to the items you’d like to delete, or tick the Select All box above the list to select all the items on the page. If you have more than 50 records, you’ll see a message asking if you’d like to delete all the records. Click the link in the message if you’d like to select them all. Click the trash can icon that appears above the list and then click OK on the confirmation message to delete the selected items.
Insightly Tips are provided by our resident product expert, Tony Roma.
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5 Tips for Success in Sales |
Coaxing your prospect is no longer an acceptable sales practice for the 21st century. It’s a fact of modern day customer care–they may want to buy, but they definiteley don’t want to be sold.
Here are 5 tips to help you stay connected to your customers in an authentic way:
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. |