Navigate to the Deals module. Click on the Grid View icon to switch the view to Grid View. The Grid view will be visible to the logged in user. Also, the logged in user can Click on Card View icon to switch the view from Grid View to Card View. Once, ...
Navigate to the Contacts module and click on it. Select the contacts You want to add task for, by clicking the Checkboxes. Click on the Add Task icon. Add Task window will be opened. Enter the relevant subject for the Task and fill in other required ...
Navigate to Contacts module. Click on Export button. Select from the listed two options, i.e., Current Columns or All Columns. ‘Current Columns’ are those columns which user choses from the column chooser option to display on his InsightsCRM window. ...
For Adding an Alternative Phone Number: Access Contacts Module: Open the Contacts module. Select a Contact: Click on the name of the contact to whom you want to add an alternative phone number. Add Phone Number: In the contact window, click 'Add ...
Click on the Prospects module. To toggle between Active prospects and All prospects, click on the prospect button. To switch between LinkedIn Imports and Active prospects, click on the down arrow (as shown below).