CRM User Flow for Web

Adding leads on Insightly video thumbnailAdding leads on Insightly video thumbnailAdding leads on Insightly video thumbnailAdding leads on Insightly video thumbnail
Adding a new organization on Insightly video thumbnailAdding a new organization on Insightly video thumbnailAdding a new organization on Insightly video thumbnailAdding a new organization on Insightly video thumbnail
Adding a new opportunity on Insightly video thumbnailAdding a new opportunity on Insightly video thumbnailAdding a new opportunity on Insightly video thumbnailAdding a new opportunity on Insightly video thumbnail
Adding customer to waitlist on Insightly video thumbnailAdding customer to waitlist on Insightly video thumbnailAdding customer to waitlist on Insightly video thumbnailAdding customer to waitlist on Insightly video thumbnail
Accepting an invite on Insightly video thumbnailAccepting an invite on Insightly video thumbnailAccepting an invite on Insightly video thumbnailAccepting an invite on Insightly video thumbnail
Using workplace on Lark video thumbnailUsing workplace on Lark video thumbnailUsing workplace on Lark video thumbnailUsing workplace on Lark video thumbnail
Using template on Lark video thumbnailUsing template on Lark video thumbnailUsing template on Lark video thumbnailUsing template on Lark video thumbnail
Scanning on Lark video thumbnailScanning on Lark video thumbnailScanning on Lark video thumbnail
Help center on Lark video thumbnailHelp center on Lark video thumbnailHelp center on Lark video thumbnailHelp center on Lark video thumbnail
Updating profile picture on Lark video thumbnailUpdating profile picture on Lark video thumbnailUpdating profile picture on Lark video thumbnailUpdating profile picture on Lark video thumbnail