Do you do training on setting up Insightly for a small business?
We do not offer one-on-one training, but we can answer any specific questions you might have here in this forum thread. I’d recommend following our Insightly set up guide and writing down any questions that come up in the process. Type them into the box below as a “reply” to this topic, and we’ll answer as quickly as we can.
I was the admin for Insightly at my list gig. Set it up for a small manufacturing business. What do you need help with, Shelley?
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