- Step1: Sign up for an Insightly account on their website.
- Step2: Log in to your Insightly account.
- Step3: Import existing customer data or create new contacts.
- Step4: Organize your leads and opportunities using the sales pipeline feature.
- Step5: Assign tasks and manage projects within the platform.
- Step6: Utilize built-in reporting tools to analyze your performance.
- Step7: Integrate with other applications as needed.