£0 – £10

Insightly - Build lifelong customer relationships

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Location

Union St

18-20 Union Street

Sheffield

S1 2JR

United Kingdom

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Refund Policy

Refunds up to 1 day before event

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Spending time and money constantly aquiring new customers can be an expensive waste of resources when we have potential follow up sales and referrals right in front of us. Insightly will help you think about the way you process your work, from lead follow up and keep in touch reminders to keeping track of projects and opportunities so you have a structured way of thinking about your business.

Grow your business faster than ever before by working in a structured way to build stronger customer relationships over time.

In this 2 hour practical workshop we will cover...

  • How to open a free Insightly account and set it up
  • A tour of the main features
  • How to work with Contact records; rich details, social profiles, notes, contact groups and reminders
  • How to use Opportunities and Projects to keep track of your work
  • How Insightly works within Gmail/GSuite

The session will start with a demo and then you will have a go at setting Insightly up for yourself.

​Bring your own device/laptop.


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Date and Time

Location

Union St

18-20 Union Street

Sheffield

S1 2JR

United Kingdom

View Map

Refund Policy

Refunds up to 1 day before event

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