Create tasks & group repetitive tasks into activity sets in Insightly CRM (Insightly Insights)
2:19
YouTubeInsightly CRM by Unbounce
Create tasks & group repetitive tasks into activity sets in Insightly CRM (Insightly Insights)
Next time you send that proposal, follow up on a conversation or work on an internal project for your team, consider using Insightly Tasks to get the job done. Hey Insiders, thanks for watching another episode of Insightly Insights. Today’s topic? Tasks — a simple, easy tool you can use to unlock a new level of productivity in Insightly CRM ...
807 viewsFeb 15, 2023
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