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!
 |
A Stepping Stone for Women Entrepreneurs |
| A 2014 business report, commissioned by American Express OPEN, illuminated an interesting fact– women start companies at a rate 1.5 times the national average but account for less than 10 percent of founders at high-growth firms. What’s the major obstacle? Securing venture funding.
Here’s a bit of good news for US-based women entrepreneurs looking for that elusive “unicorn” of funding. 2016 could be a game-changing year for you. Project Entrepreneur – a media partner of Mashable – is sponsoring a competition that will get three women into a powerhouse mentorship program for one year along with a US$10,000 grant and a 5-week crash course about the ins and outs of getting a company off the ground. |
|
 |
Using Filters in Insightly Reporting |
| When creating or editing a report, adding filters will affect how many records appear in the results.
For example, you might want to create one report of all new contacts in the state of California, and another report of new contacts within a sales region that covers a few scattered cities. Each of these reports will need different filters to display the correct information. Basic filters If your report only needs one or two conditions to capture the information you need, you’ll be able to set up your filters by following these steps:
As you add each new parameter, choosing the AND or OR Boolean operator will change your results. Use AND to narrow your report and find records that match all of the values you enter. UseOR to broaden your results to include matches for either the first value or the second value. If you have more than two filters and are mixing AND/OR operators, use logic filters to get the correct results in your report. This article is part of the Insightly Reporting Guide. Be sure to review the guide for the full overview of Insightly’s reporting features. |
|
 |
Going Off the Grid |
| Smartphones, laptops, wireless air cards, fitness trackers, —the list goes on and on. We love our gadgets, especially those gadgets that keep us connected to other people and distant places, sometimes too much so. One of several dozen purveyors offering summer camps for adults Digital Detox offers a variety of options to help participants “Disconnect to Reconnect.”
Activities range from traditional summer camp fare such as archery all the way to Lego building, to primitive skills and stilt walking. Camp season runs from mid-May through late August and there are camp locations in Mendocino, California, Cold Spring New York, Hendersonville, North Carolina, and Marble Falls, Texas. Your job is to have fun and the one hard and fast rule you must follow are: No digital technology (including wearables), no work talk, no watches, and no ambient light sources such as glow sticks.
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. |
