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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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Fresh Ideas for Delighting Your Customers

Customers are the life blood of every business and there’s always something new to be learned about what keeps us happy and purchasing. Join us on Wednesday, February 17th, at 11:00 am, PST, for a TwitterChat with customer service expert and bestselling author, Shep Hyken.

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Since founding Shepard Presentations in 1983, Shep has worked with hundreds of clients ranging from Fortune 100 size organizations to companies with less than 50 employees. With over 60,000 Twitter followers, Shep has captured the attention of many business owners. Mark your calendar and tune into #LoveYourCRM.

 

 

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Deleting Individual Records

There are several ways to delete data in Insightly. You can delete individual records or groups of records. Deletions are permanent, so deleted records cannot be recovered!

  1. Open the record you would like to delete.
  2. Click the Actions menu.
  3. Select the Delete option.

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4. Read the warnings on the next page and click the Delete button to confirm.

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Drink Up for Better Brainpower

According to the Frontiers in Human Neuroscience Journal, when you drink only water for 30 days, your brain reacts faster. In fact, ingesting 8 to 10 cups of water per day can improve your cognitive performance by as much as 30%.

 

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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

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.