Weekly Insightly Tips: How to save time when bulk adding multiple opportunities to Insightly CRM

Are you sick of jumping into multiple screens when you’re trying to add an opportunity to Insightly? I bet this frustration grows the more opportunities you need to add. What if there was an ultra simple solution where you can get your time back and it’s super easy to use?

We typically run an Insightly training course a couple of times per month. One of the biggest frustrations we experience when training sales staff is the amount of time it takes to add a new sales opportunity and the number of screens they need to jump into to get the information into Insightly. From this frustration, we created a system where you can bulk add sales opportunities from a single screen.