Instructor: Amy Payne
Total Time: 1.5 hours
CEUs: 1.5
Conference Year: 2019

Course Description 
If you’ve had more than a handful of clients, keeping client records in your brain will not work long-term. What about after you’ve hired employees and have clients you’ve never met? Keeping track of a growing to do list is nearly impossible. You need a Customer Relationship Management software! I’ll introduce you to Insightly.com - and we will dive deep, customizing it for you. Bring your laptop and join me for a hands-on workshop!

Learning Objectives
1. Explore the benefits, features and pricing for Insightly
2. Set up Insightly for your business and customize it for your needs
3. Learn strategies for maximizing any customer relationship management system - even if you are using a software that’s not Insightly
4. Discover how to leverage CRM knowledge with your business productivity clients

Code Words
Please be sure to listen for and record the code words given during the presentation. The instructor will explicitly verbalize code words periodically throughout the class (i.e. "The first code word is...") Note: Not all instructors give code words. If you do not hear any, please indicate "none given" on the course evaluation.