Wednesday, 4 April 2012

Introduction to Insightly webcast

Last week in conjunction with the Cloud Alliance for Google Apps we hosted an introductory webcast going over some of the basics of Insightly. We recorded it and have put it on YouTube at the link below for those who missed it. Some of the things we covered were:
  • Installation through Google Apps Marketplace
  • How to access Insightly
  • Tour of user interface
  • Importing
  • Insightly Gmail Gadget
  • Pipelines and Activity Sets
  • Custom Fields
  • Custom Filters
  • Exporting