Скачать с ютуб How to Manage Post-Sales Activities with Insightly CRM's Project Management Functionality в хорошем качестве

How to Manage Post-Sales Activities with Insightly CRM's Project Management Functionality

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. Want to talk through your unique CRM needs? Request a free demo today: https://bit.ly/3Cpi1jN 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