Your relationship with a customer does not end when the sale is complete; in many cases, it just begins.
So whether you’re managing solar panel installations, onboarding, maintenance, or event planning, the project management functions in Insightly CRM are to ensure that post-sale tasks are completed promptly, and customers are satisfied.
In this Insightly CRM tutorial video, Travis Northup shares how businesses can use Insightly Projects to streamline workflow, boost productivity, and deliver exceptional results. From converting won opportunities into projects to leveraging activity sets and customizable pipelines, Insightly provides a comprehensive suite of tools for seamless project management.
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00:00 Introduction
00:54 Converting a won opp into a project
01:48 Creating a new project manually
02:22 Using pipelines
02:43 Using milestones
03:32 Leveraging activity sets
04:33 Kanban view
05:00 The completed project
05:47 Project dashboards
#projectmanagement #insightlyprojectmanagement #insightlycrmprojects
