Insightly does not technically have products – correct? It is my understanding that products or services offered by the company using insightly creates Categories to accomplish this (product A, product B, service A, etc).. am I misunderstanding this correctly? Is this how other service/product companies use insightly for “products and services” tracing of leads and opportunities?
You’re correct that there’s no “product or services” catalog in Insightly (although, apparently it’s in the pipeline for development this year)
You’re also correct about “categories,” however. You can create these categories in the back-end, then whenever you add a new opportunity you can assign one. Insightly allows you to filter by category, so you can effectively sort your sales opportunities by product. Leads work the same way.
Hope this helps!
315 Madison Avenue, 24th Floor
New York, NY 10017
Disclaimer: We spend hours researching and writing our articles and strive to provide accurate, up-to-date content. However, our research is meant to aid your own, and we are not acting as licensed professionals. We recommend that you consult with your own lawyer, accountant, or other licensed professional for relevant business decisions. Click here to see our full disclaimer.
Product or company names, logos, and trademarks referred to on this site belong to their respective owners.