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Create a Custom List
Custom List functionality enables you to group your clients based on specific criteria. For instance, you can create a "Tech CEOs" list comprising clients interested in Software companies or a "Merger" list for clients seeking business mergers. You ...
Navigating through the Deal profile page
On the Deal’s profile page, you can view and manage Deal Details, Interactions, My Tasks, and Notes related to the Deal. Details about the Deal: - Once the Deal profile is opened, the logged-in user can view complete details of the deal, such as ...
Add a new Account
To add a new account in InsightsCRM: Navigate to the Accounts Module. Click on Add Accounts button. A new window, ‘Add Account’, will appear on the screen, fill in the required details. Click on the Save button to add the account. The newly added ...
Record a Note against a Contact
The user can add a note in the system against a contact; the user can also create a task from that note. From the Contact profile page: Navigate to the Contacts module. Click on the contact's name against whom you want to record a Note. Click on the ...
Record a Note against an Account
Navigate to the Accounts module. Click on the account name where you want to record a note. Click on the Notes icon. It will open a new Add Note window; enter the subject in Enter Subject field. Write the Notes in the Enter Notes field. User can ...