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Insightly for End Users (manual orders only) Boot Camp - 1 Day - EliteITCerts.com

Insightly for End Users. Boot Camp - 1 Day

Regular price $495.00 Sale


Course Specifications

Course Number:


Course Length:

1 day

Course Description


Strong relationships with customers are one of the keys to a successful business. More and more companies are using software tools that help them initiate, track, and improve customer relationships. A number of vendors offer web-based applications specifically designed for this purpose. However, these services tend to be geared for larger businesses€”making them too expensive or too complicated for smaller companies to adopt. Insightly is designed to meet the needs of small business owners and their employees offering a powerful, scalable solution that is affordable and easy to use.

Target Student:

The target students for this course are end users of the Insightly platform. Some examples of end users include employees of small businesses and staff of nonprofit organizations, in job roles such as product sales and donation solicitation, who use Insightly to perform tasks such as maintaining customer information, developing opportunities, and managing projects. Students may have a range of computer skills from novice to expert.


To ensure your success in this course, you should have basic end-user skills with computers and the Internet, and some experience using cloud-based applications.

You can obtain this level of skills and knowledge by taking the following courses:

  • Using Microsoft Windows 8 or Microsoft Windows 8 Transition from Windows 7
  • Microsoft Office 365: Web Apps for End Users or Microsoft Office 365: Web Apps and Collaboration for Office 2013


Course-specific Technical Requirements


For this course, you will need one computer for each student and one for the instructor. Each computer will need the following minimum hardware configurations:

  • 1 GHz or faster 32-bit (×86) or 64-bit (×64)
  • 1 gigabyte (GB) RAM (32-bit) or 2 GB RAM (64-bit)
  • 16 GB available hard disk space (32-bit) or 20 GB (64-bit)
  • CD-ROM drive
  • Keyboard and mouse (or other pointing device)
  • 1,024 × 768 resolution monitor recommended
  • Network cards and cabling for local network access
  • Internet access



The following software must be installed on your laptop computer:

  • Microsoft Windows 7, 8, or 8.1
  • The latest version of Google Chrome
  • The latest version of Adobe Reader
Insightly is "software as a service" that runs on all major web browsers. However, because Insightly is designed to integrate with a number of Google services, the majority of Insightly customers use Chrome as their browser of choice.


Course Content

Lesson 1: Signing Up and Logging In to Insightly

Topic A: Create an Insightly Account

Topic B: Access Insightly on Different Platforms

Topic C: Navigate the Insightly Web Interface

Topic D: Change Your User Settings

Lesson 2: Creating and Managing Organizations

Topic A: Add Organizations

Topic B: Act on Organizations

Lesson 3: Creating and Managing Contacts

Topic A: Add Contacts

Topic B: Act on Contacts

Lesson 4: Creating and Managing Opportunities

Topic A: Add Opportunities

Topic B: Act on Opportunities

Lesson 5: Working with Tasks and Projects

Topic A: Manage Tasks

Topic B: Manage Projects

Lesson 6: Managing Emails and Generating Reports

Topic A: Manage Emails

Topic B: Generate Reports

Lesson 7: Managing Events and Notifications

Topic A: Manage Events

Topic B: View and Change Notifications

Appendix A: Changing System Settings

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