February 11, 2018 at 10:29 pm #154982
I’m going to be calling prospects using Kixie. When I connect with the contact I will capture their name and email address and Kixie will migrate First Name, Last Name, and email address into Insightly. Your set up guide for Insightly was very comprehensive however, I think it is too much information for me. I am going to call prospects, get the contacts name and be connected to him/her, give a short sales pitch, capture their email address, and send a follow up email. Are there sections in your set up guide I should focus on?February 11, 2018 at 10:34 pm #161301
In your situation, you can probably ignore Opportunities and Activity Sets. These would only matter if you want to track sales progress in the CRM (opportunities) and if you want tasks to automatically get assigned during the sales process (activity sets).
Instead, it sounds like you can mostly focus on the “Contact” and “Task” modules. Make sure you’re tracking all the contact data you need– you can add custom fields under the control panel if need be. Then, use Tasks to save reminders for follow-up emails after you’ve called a client.