Tip Yourself Generously

Turn It Up Tuesday: Tips from Insightly to Take Your Business to 11

Welcome to Turn It Up Tuesday, where we bring you 4 weekly tips—a tip on running your business, a tip on how to ramp up your sales efforts, a tip on using Insightly CRM, and a tip on improving your life. Enjoy this week’s tips!

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Add an Image to Your Email Signature

Using the HTML editor for your custom email signature, you can insert an HTML tag and URL to display a picture at the bottom of your emails. To do that, you’ll need to save your file on an image hosting service or your own server and make it publicly accessible. You cannot upload an image directly to Insightly.

To add an image to your signature:
 
From the profile icon menu, go to the User Settings > Email Signature page.

Click the HTML icon above your signature 
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Enter the text for your new signature, using the options on the toolbar to format it. You can also include an image by using HTML tags pointing to a hosted image file. Position your cursor at the place in the HTML code where you would like your image to appear.

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Copy the URL for your image from your image hosting service or server.

Enter the HTML img tag and paste the URL to your image within the tag.

 


This week’s tip was provided by Tony Roma. Tony is an Insightly product expert who has been helping businesses implement software solutions for over ten years.

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New Collar Worker

If the collar on a dress shirt or a blouse is looking a bit wrinkled–and you happen to have a flat iron–grab it and run it across the edges for a smooth, freshly ironed finish.

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Tip Yourself Generously

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  1. Before you commit ask yourself, “Is this the business that we are in?”
  2. Get clarity on how you spend your time. Write a job description.
  3. Being the boss isn’t worth it if you don’t exploit the freedom it affords you.
  4. Stick a post it on your computer with your business goals and look at it daily.
  5. Be more than a widget. Show your clients why your work matters to you.
  6. Create accountability by finding a business buddy. Meet weekly.
  7. Celebrate your success. Even the small ones count.
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Set Goals

Teach sales reps to spend five minutes every day prioritizing. “Without prioritization, it’s difficult to be efficient and productive, says Tom Hopkins, author of Selling for Dummies.

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He suggests taking 5 minutes at the end of every day to sit down, assess and choose the 5 or 6 priorities for tomorrow so you can begin with clarity. Successful people don’t squander effort and energy on unimportant issues.”

Check out Insightly’s features and plans on our pricing page or sign up for a free trial of the best CRM around.Free-trial-button


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.

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