Introduction to Insightly [Class in Los Angeles] @ Training Connection

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$395

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Description

What you'll learn in this crm training:

This course will teach users how to setup an InSighty account, create and manage contacts, add and follow up on sales opportunities, add tasks and manage projects, manage all your customer correspondence, run reports and manage events all in one user friendly place.

Detailed Course Outline:

Lesson 1: Signing Up and Logging into Insightly

Create an Insightly Account
Access Insightly on Different Platforms
Navigate the Insightly Web Platforms
Change your User Settings

Lesson 2: Creating and Managing Organizations

Add Organizations
Act on Organizations

Lesson 3: Creating and Managing Contacts

Add Contacts
Act on Contacts

Lesson 4: Creating and Managing Opportunities

Add Opportunities
Act on Opportunities

Lesson 5: Working with Tasks and Projects

Manage Tasks
Manage Projects

Lesson 6: Managing Emails and Generating Reports

Manage Emails
Generate Reports

Lesson 7: Managing Events and Notifications

Manage Events
View and Change Notifications

What's included:

Insightly Training Manual
Certificate of Course Completion
6 Months Free Repeat Policy

Note: This course is aimed at new users of Insightly. No prior knowledge of Insightly is required.

Refund Policy

All cancellations and rescheduling requests must be made in writing and emailed to [email protected]

Rescheduling requests made 9 business days before the commencement of the training are free.
Rescheduling that takes place within 9 business days of the commencement of the training will incur a $150 administration fee.
We do not charge for student substitutions at any time.

We are unable to offer refunds for cancellations.

While we make every effort to deliver classes as scheduled, we reserve the right to reschedule previously confirmed classes for a variety of reasons including but not exclusively, the illness of the Trainer. In such cases, we will endeavor to inform the Client as soon as possible of the new training dates. We are not liable for any additional expenses incurred as a result of rescheduling training.

We are not able to offer refunds for no-shows or uncompleted courses.

In any event where a customer wants to cancel their enrollment and is eligible for a full refund, a 5% processing fee will be deducted from the refund amount.

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Training Connection

Training Connection LLC is a computer and business skills training company.

Our Training Philosophy

Our main focus is to provide exceptional computer desktop and business skills training. We strive to achieve this by following a 5 cornerstone approach:

1. Our Instructors

Without a doubt our most valuable...

Read more about Training Connection

This school has been carefully vetted by CourseHorse and is a verified Los Angeles educator.

Training Connection
Downtown, Downtown/Northeast
915 Wilshire Blvd Suite 1800
Btwn Harbor Fwy & S Figueroa St
Los Angeles, California 90017 Downtown, Downtown/Northeast
915 Wilshire Blvd Suite 1800
Btwn Harbor Fwy & S Figueroa St
Los Angeles, California 90017

All classes at this location

The easiest access is from the State 110N Freeway (Harbor Hwy)

If traveling North-bound on 110N Hwy

Take the 9th St exit

Turn Left at Figueroa Street

Turn Left into Wilshire Blvd

915 Wilshire is on the Right (look for the Bank of the West located in our lobby)

The entrance to our parking garage is also on the left hand side of building.

If traveling South-bound on 110S Hwy

Take the 4th St exit towards WILSHIRE blvd / 6TH St / 3RD St

Turn left at Wilshire Blvd

915 Wilshire is on the Left (look for the Bank of the West located in our lobby)

The entrance to our parking garage is also on the left hand side of building.

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