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Surf’s Up!

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 using Insightly CRM, a tip on how to improve your sales processes, and a tip on improving your life. Enjoy this week’s tips!

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Cloning An Activity Set
When you create an activity set, you may want to duplicate the activity set to create a variation of tasks and events or back up the original set before you made any changes. Cloning your activity sets is a great way to customize your account as you get to prioritize your sets to your own preference. Keep in mind that cloning does NOT automatically change the connection to the Pipeline stage, you will have to manually change the Pipeline in your System Settings accordingly. 

Here’s how you clone an activity set:

  • Log into Insightly, navigate to your System Settings and find “Activity Sets” in the list.

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  • Look for the activity sets you would like to duplicate and click on the Clone Activity Set icon next to the field.
  • Now, you are able to name your duplicate activity set and save it.
  • The new activity should appear in your list and you are able to edit it at any time.

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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.
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Complexity Beats Size
In order to make your business grow, you need your employees to grow and develop their abilities. Leadership comes with responsibilities, so continually challenging oneself is crucial to becoming a better leader. 

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According to Claudio Fernandez Araoz, author and senior adviser of Egon Zehnder, challenging your employees with complicated situations will help them grow in their roles. He states that “The fact is that giving people bigger jobs with fancier titles and larger salaries won’t make them better. More complex assignments will.”
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Surf Faster With These Shortcut Keys
Don’t you hate it when you accidentally close a tab that you still needed? Many of us have encountered this problem ever so often, and we are all too familiar with the struggle of having to scroll through your history to find the page where you left. But what if I told you that there were keyboard shortcuts to reload the closed tabs instantly? 

Remember these shortcuts and save yourself some time and frustration!

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  • Open new Tab: CTRL + T, Mac: Apple Key + T
  • Reopen closed tab: PC: CTRL + Shift + T, Mac: Apple key + Z
  • Close browser instantly: PC: Alt + F4, Mac: Apple Key + Q

Pssst. Check out these cool keyboard coffee mugs 

Time Is Money
A big mistake that salespeople often make is that they wait too long with responding to online leads, which can result in a big loss.

According to the Harvard Business Review, sales people who reach out to leads within 1 hour are 7 times more likely to qualify than those who wait 1 to 2 hours. Salespeople who reach out to leads within 1 hour are 60 times more likely to qualify than those who wait more than 24 hours.

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There is a significant difference that lead response time makes is, and the customer perception and interest is dramatically impacted it. Remember, speed matters. So reach out fast!

 

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

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.

J-ShaoAbout the author: Joyce Shao is currently a Marketing Intern at Insightly and is pursuing a Business Management Economics major at the University of California, Santa Cruz