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 using Insightly, a tip on running your business, and a tip on improving your life. Enjoy this week’s tips!
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Check Your Insightly Time Zone Setting |
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With its many customizable settings, Insightly allows you to set up your CRM to match your business needs and preferences. This flexibility allows Insightly administrators to create everything from teams to custom fields to categories, and each individual user has the ability to change preferences for visual theme, currency, time zone, and more. Search for these topics on our Help pages to guide you through the steps. Paul Betts, an Insightly customer in the U.K., recommends that everyone on your account check the time zone settings to make sure you’re all on the same page and schedule. This will make sure there’s no confusion when viewing another user’s events on the Insightly calendar. Paul will be receiving a $10 Amazon gift card for this tip! Use our links below to submit your own!
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Make the Best Use of Your Work Time |
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If every minute of your day is packed with tasks, you may be missing some opportunities as you rush toward burnout. We all know we need an occasional vacation, but 20 minutes of planning time in the morning or the previous afternoon will help you make every day more productive and reduce the stress of unexpected interruptions. Use that time to schedule for last-minute changes and opportunities, figure out which tasks can be delegated, and prioritize your tasks. Ignore the email and the phone for a few minutes a day and translate those savings into greater production!
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Assess Your Routines and Make More Time |
| Just as you’ll find pockets of time for higher work productivity through planning, you can make more time in your personal life by assessing your daily routines. With a small notebook at hand or in a mobile notes application, jot down your activities once or twice an hour for a few days. Think about the reasons for your actions and question if they make sense. Sometimes, long-standing assumptions that drive our habits are no longer valid as our lives and responsibilities change. Bringing this to light can be the first step toward meeting those goals we have neglected and setting new ones. |
Send Us Your Tips
Would you like to share your tips with other Insightly customers? Send them to us!
If we use one in our weekly feature we’ll send you a $10 Amazon Gift Card!
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If you haven’t tried Insightly to manage your tasks and your time, sign up for our 14-day free trial for our premium plan or try our free account for the basics. Compare the list of features and sign up on our pricing page.
