Related Articles
Add a New Task for a Deal
Navigate to the Deals module. Click on the Deal Name wherein you want to Add Task. Click on the Add Task under the Upcoming Tasks tab. A new Add Task window will appear, enter the Subject, and required details under ‘Task Notes’. Click on Save button ...
Add a New Note for a Deal
Navigate to the Deals module. click the Add Notes or Plus icon under the Notes column. A new window of Add Notes will appear on the screen, enter the Subject and content in the same. Click on the Save button to save the Note. Alternate way of adding ...
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 ...
Add a new Contact
The Contact Module will allow internal users to maintain every personal detail of an individual contact under a given space. It can also help users create or track the task assigned against any contact. Navigate to the Contacts Module. Click on Add ...
Create Deal Pipelines in InsightsCRM
Deal pipelines are the transaction workflow for a deal. Different deals can have different pipelines. Users can create a new pipeline from scratch or can also select a pre-existing pipeline. Users also have an option to modify a pipeline according to ...