Manage post-sales activities with project management in Insightly CRM (Insightly Tutorial)
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YouTubeInsightly CRM by Unbounce
Manage post-sales activities with project management in Insightly CRM (Insightly Tutorial)
Your relationship with a customer does not end when the sale is complete; in many cases, it just begins. So whether you’re managing solar panel installations, onboarding, maintenance, or event planning, the project management functions in Insightly CRM are to ensure that post-sale tasks are completed promptly, and customers are satisfied. In ...
1.5K viewsJun 14, 2023
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