CRM User Flow for iOS Apps

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Logging in on Insightly video thumbnail

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Lead assignment rules on Insightly video thumbnail

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Inviting people on Insightly video thumbnail

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Help center on Insightly video thumbnail

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Creating an event on Insightly video thumbnail

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Creating a task on Insightly video thumbnail

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Creating a project on Insightly video thumbnail

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Creating new dashboard on Insightly video thumbnail

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Deleting your account on Insightly video thumbnail

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Adding leads on Insightly video thumbnail

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Adding a new organization on Insightly video thumbnail

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Adding a new opportunity on Insightly video thumbnail

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Adding customer to waitlist on Insightly video thumbnail

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Accepting an invite on Insightly video thumbnail

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Using workplace on Lark video thumbnail

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Using template on Lark video thumbnail

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Scanning on Lark video thumbnail

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Help center on Lark video thumbnail

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Updating profile picture on Lark video thumbnail

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Starting a meeting on Lark video thumbnail