We’re starting a weekly tradition at Insightly. It’s a new blog post to bring you 3 weekly tips—a tip on using Insightly, a tip on running your business, and a tip on improving your life. We hope you enjoy this new feature and find something helpful in the coming weeks and months.
We’ve come up with a couple of snappy titles for our tips and would love your help in choosing one. Please see the bottom of this blog post to help us choose between “Tri-tip Tuesday” and “Turn It Up Tuesday”!
Importing into Insightly
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Did you know that we recently increased the number of records that you can import at one time? Now, users on a paid plan can import up to 10,000 records at a time, while free users can still upload up to 2,500 items per file. See our import articles for all the details about importing your contacts, organizations, projects, and opportunities to Insightly. |
Small Business Finance
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Speaking of numbers, is your business meeting your revenue goals? How does your cash flow look for next month? Are you monitoring your costs and expenses? Many small business owners rely on their accountants to manage these details, but it’s important that you take the time to understand your financials at both a macro and micro level. Make sure you have regular meetings with your accountant and find a good small business accounting book to help you add things up. |
Safer Travels!
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“The quickest way to double your money is to fold it in half and put it in your back pocket.” — Will Rogers Whether you are going across town to see a client or traveling across the globe, keep your money safe. Don’t stash all your money in one place. Keep smaller bills in your pocket for tipping and incidentals, place some money in your carry-on bag, and have some in a wallet. A good travel wallet that can be hidden under your clothes by attaching to a belt or a neck lanyard is recommended! |
Send Us Your Tips!
Send us your own tips and if we use them in our weekly column we’ll send you a $10 Amazon Gift Card!
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Update December 15, 2014
Thanks for Your Votes!
We narrowed down the names and graphics for our Tuesday tips feature and asked for your opinion, and we have a winner! By a narrow vote, the winner is:
Turn It Up Tuesday:
Tips from Insightly to
Take Your Business to 11
Thank you for all your votes!
