Setting Up Insightly [vc_row][vc_column][/vc_column][/vc_row] Course Materials Sign Up for Insightly Email Signature Generator Course Content Expand All | Collapse All Lessons Status 1 Course Introduction 2 Setting Up Insightly Signing Up for Insightly Applying a Lead Source Setting Up Your Email Creating an Email Signature Adding Your Logo Adding Custom Fields 3 Overview of Insightly Record Types Tour of Insightly 4 Contacts Creating a Contact Deleting a Contact Uploading Your Contacts 5 Email Creating an Email Template Sending Individual Email Sending Multiple Emails 6 Tags Adding Tags Deleting Tags 7 Creating Your Sales Process 8 Activity Sets Types of Activity Sets Creating an Activity Set Applying an Activity Set Deleting an Activity Set Editing an Activity Set 9 Getting Leads From Your Website 10 Leads Adding a Lead Source Applying a Lead Source Converting a Lead to an Opportunity 11 Sales Pipeline Creating a Sales Pipeline Editing Your Sales Pipeline Adding an Activity Set 12 Opportunity Creating an Opportunity Changing Stages Viewing Your Opportunities 13 Putting It All Together Breaking Contacts into Groups Applying Prospect Activity Set When to Create an Opportunity Moving Your Sales Stages Daily Routine 14 Converting Lead to Opportunity 15 Project Management Creating a Project Pipeline 16 Exporting Your Contacts from Insightly
