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!
 |
Creating Custom Fields in Insightly |
| In addition to the standards fields, you are now able to create custom fields as an Insightly administrator to help you organize your CRM records. When your business has unique information that isn’t common to other businesses and doesn’t fit into Insightly’s standards fields, this feature enables you to enter and track that specific information.
Some of the examples of custom fields include:
A project with custom fields grouped under “Project Information” and “Building Information.“ Custom fields can be used with leads, contacts, organizations, opportunities, projects and allows you to customize and adapt Insightly to better meet your business needs. Check out the Custom Fields Guide to find out more about this feature. 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. |
|
 |
Stay Safe From E-Mail Viruses |
| What could possibly be worse than getting your computer infected by malware and risk losing all your work?
Unfortunately, this is a common problem that tech users have to face in today’s world. Although opening emails won’t cause you any harm according to Christ Hoffman, technology writer for HowToGeek, email attachments may contain malware and infect your computer. Luckily, there are easy but crucial steps you can take to prevent this nightmare from happening.
Before you open the email attachment:
Stay safe and don’t fall victim!
|
|
 |
Delete the Cookies When Booking Online |
| The travel season has come and so has the insane demand for plane tickets. It might be very difficult to find a plane ticket at a decent price for when booking your holiday or a last-minute business trip, but there are a few tricks that can save you from having to purchase tickets at sky-high prices.
Find alternate airports. Smaller and less popular airports usually offer better fares than the bigger airports, because they work with cheaper airlines. They are also a huge time-saver as they can be quicker get in and out of, so make sure you compare different airports if you don’t mind settling with airlines of lesser quality. Avoid travelling in the weekends. It would make sense for you to start your travel plans on a weeked, but this is when airlines set their highest prices. People usually travel on the weekends (and even Friday!) after their work, so try booking your flight on a weekday If possible. |
|
|
Silence is an Answer, Too |
| Sometimes silence is the best answer.
When you are working in sales, you deal with objections from prospects all the time. But what is the best way to handle objections?
Rashid Kotwal, Co-founder of Revealed Resources, suggests to always welcome objections and give people the time to think if they are doubting. He says “When you are selling, you ideally are giving someone things to consider. So give them time to consider them… The last thing you want to do is to interrupt that thought process.” If you enjoy the serenity of plant life and tranquility of fish gliding gently through the water, go Back To The Roots and procure a The Water Garden. Sized perfectly for a desktop or kitchen counter, The Water Garden sits atop a self-cleaning fish tank with a closed-loop system—the fish feed the plants and plants clean the water.
|
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.
