Strong relationships with customers are one of the keys to a successful business. More and more companies are using software tools that help them initiate, track, and improve customer relationships. A number of vendors offer web-based applications specifically designed for this purpose. However, these services tend to be geared for larger businesses—making them too expensive or too complicated for smaller companies to adopt. Insightly is designed to meet the needs of small business owners and their employees—offering a powerful, scalable solution that is affordable and easy to use.
Audience:
The target students for this course are end users of the Insightly platform. Some examples of end users include employees of small businesses and staff of nonprofit organizations, in job roles such as product sales and donation solicitation, who use Insightly to perform tasks such as maintaining customer information, developing opportunities, and managing projects. Students may have a range of computer skills from novice to expert.
Prerequisites:
To ensure your success in this course, you should have basic end-user skills with computers and the Internet, and some experience using cloud-based applications.
You can obtain this level of skills and knowledge by taking the following courses:
- Using Microsoft® Windows® 8 or Microsoft® Windows® 8 Transition from Windows® 7
- Microsoft® Office 365™: Web Apps for End Users or Microsoft® Office 365™: Web Apps and Collaboration for Office 2013
Course duration:
1 day
Course-specific Technical Requirements
Hardware
For this course, you will need one computer for each student and one for the instructor. Each computer will need the following minimum hardware configurations:
- 1 GHz or faster 32-bit (×86) or 64-bit (×64)
- 1 gigabyte (GB) RAM (32-bit) or 2 GB RAM (64-bit)
- 16 GB available hard disk space (32-bit) or 20 GB (64-bit)
- CD-ROM drive
- Keyboard and mouse (or other pointing device)
- 1,024 × 768 resolution monitor recommended
- Network cards and cabling for local network access
- Internet access (contact your local network administrator)
- Projection system to display the instructor's computer screen
Software
The following software must be installed on each instructor and student computer:
- Microsoft® Windows® 7, 8, or 8.1
- The latest version of Google Chrome™
- The latest version of Adobe® Reader®
Insightly is "software as a service" that runs on all major web browsers. However, because Insightly is designed to integrate with a number of Google services, the majority of Insightly customers use Chrome as their browser of choice.
Course outline:
Lesson 1: Signing Up and Logging In to Insightly
Topic A: Create an Insightly Account
Topic B: Access Insightly on Different Platforms
Topic C: Navigate the Insightly Web Interface
Topic D: Change Your User Settings
Lesson 2: Creating and Managing Organizations
Topic A: Add Organizations
Topic B: Act on Organizations
Lesson 3: Creating and Managing Contacts
Topic A: Add Contacts
Topic B: Act on Contacts
Lesson 4 Creating and Managing Opportunities
Topic A: Add Opportunities
Topic B: Act on Opportunities
Lesson 5 Working with Tasks and Projects
Topic A: Manage Tasks
Topic B: Manage Projects
Lesson 6 Managing Emails and Generating Reports
Topic A: Manage Emails
Topic B: Generate Reports
Lesson 7 Managing Events and Notifications
Topic A: Manage Events
Topic B: View and Change Notifications
Appendix A: Changing System Settings
