Note the detail in the information
You can get an even more detailed view of the activity for each organisation by looking at the notes attached. Each time someone posts their activity to Insightly, a note is added that shows you the detail of the activities posted, as well as the total time being added to the organisation.
You’ll also be able to see a breakdown of the top ten organisations you have been working with on your WiseTime dashboard. This gives you a fantastic overview of where your attention has been for a given period.
With WiseTime connected to Insightly, you can get even more value by adding accurate, meaningful data to your CRM. Contact us today to find out how you can install the WiseTime Connector for Insightly.
The WiseTime for Insightly Connector is available as part of our Professional and Enterprise plans. View the full plan inclusions here.