How do I save emails in Insightly?

Open an email. In the Insightly Sidebar, click Save, Link, and More….From this screen, you can:

  1. Choose to save the email recipients as leads, contacts, or none.
  2. Click the checkbox to save any email attachments.
  3. Link other records to the email.

How does Insightly integrate with Outlook?

To add the Sidebar

  1. Log in to Outlook.
  2. Open an email. From the three-dot menu, select Get Add-ins.
  3. Search for “Insightly” in the Add-Ins search bar.
  4. Click Add.
  5. Click Close to return to Outlook.

Can you schedule emails Insightly?

All emails sent from Insightly will be saved and linked to the leads or contacts and appear on your Emails tab > My Emails > Sent. Schedule emails if you have a Plus, Professional, or Enterprise subscription plan. Send them at a specified time and date within the next 7 days.

How do I add an email address to Insightly?

Insightly Email Integration: How to Connect and Log Your Emails

  1. Click on your User Profile icon in the top right corner. Look toward the top right corner of the CRM window.
  2. Click on Email Accounts.
  3. Select the email client to connect.
  4. Click on Emails in the navigation panel.
  5. Open your email client and send an email.

What is a project in Insightly?

Projects are records for managing your work outside of sales, such as installations, onboarding, maintenance, event planning, and even internal processes, like hiring or website management. Projects help you manage tasks, and include Pipelines or Milestones to organize your work.

How do I send an email from Insightly?

Composing and sending messages

  1. Enter your recipients.
  2. If you have more than one email account connected to Insightly, select the appropriate address from the From: list.
  3. Click CC/BCC if you’d like to add those fields.
  4. If you’re using an email template, select a type and then the template.

How do you deal with a project?

10 effective tips on how to manage a project

  1. Define Project Scope.
  2. Know your timeline.
  3. Assess your available resources.
  4. Create a project plan.
  5. Communicate with the team.
  6. Delegate Work According to Available Resources.
  7. Document Everything!
  8. Monitor the project progress.

How do you apply project management in the workplace?

What is the first step in planning?

Process of planning includes the following steps:

  1. Setting Objectives.
  2. Developing Premises.
  3. Identifying alternative courses of action.
  4. Selecting an alternative.
  5. Evaluating alternative courses.
  6. Selecting an alternative.
  7. Implement the plan.
  8. Follow-up action.