Preparing for Leads

Quickly customize your CRM to be ready to input essential information about meeting planners.

Action Steps to Proceed

  • Activate ‘leads’ in Insightly
  • Customize your ‘leads’ fields
  • Customize your ‘leads’ sources

Bonus Videos:

https://youtube.com/watch?v=BawLi39tDrs%26nbsp%3Bhttps%3A