What To Know
- In this comprehensive guide, we will walk you through the step-by-step process of adding business cards on Insightly, empowering you to streamline your networking efforts and maximize your ROI.
- If you have connected with someone on LinkedIn and want to add their business card to Insightly, you can do so directly from LinkedIn.
- Click on the “Share” button on the business card and select the team members you want to share it with.
Networking is an essential aspect of business growth and success. Attending industry events and meeting new people can lead to valuable connections and potential partnerships. However, keeping track of all the business cards you collect can be a daunting task. This is where Insightly comes in, a powerful CRM tool that allows you to easily add and manage business cards. In this comprehensive guide, we will walk you through the step-by-step process of adding business cards on Insightly, empowering you to streamline your networking efforts and maximize your ROI.
Step 1: Create an Insightly Account
If you don’t already have an Insightly account, you can create one by visiting their website and clicking on the “Sign Up” button. Once you have created an account, you can log in and follow the steps below.
Step 2: Import Business Cards from Scanner
Insightly supports seamless integration with business card scanners. Simply scan your business cards using a compatible scanner and export the scanned images to your computer. Once you have the scanned images, click on the “Import” tab in Insightly and select “Business Cards.” Follow the on-screen instructions to import the scanned images.
Step 3: Manually Add Business Cards
If you don’t have a scanner, you can manually add business cards to Insightly. Click on the “Contacts” tab and select “Add Contact.” In the contact form, click on the “Add Business Card” button. A pop-up window will appear where you can enter the contact’s information, including their name, company, address, and contact details.
Step 4: Capture Business Cards with Mobile App
Insightly’s mobile app makes it incredibly convenient to add business cards on the go. Download the Insightly app on your smartphone and log in with your account credentials. Tap on the “Add” button and select “Business Card.” Use your phone’s camera to scan the business card and the app will automatically extract the contact information.
Step 5: Add Business Cards from LinkedIn
If you have connected with someone on LinkedIn and want to add their business card to Insightly, you can do so directly from LinkedIn. Click on the “More” button on the contact’s profile and select “Export Contact.” Choose Insightly from the list of options and the business card will be automatically added to your Insightly account.
Step 6: Organize and Manage Business Cards
Once you have added business cards to Insightly, you can organize and manage them effectively. Create custom tags or categories to group similar contacts and easily filter your business card list. You can also add notes and reminders to each contact to track important details.
Step 7: Share Business Cards with Team
Insightly allows you to share business cards with your team members. This is particularly useful if you are working on a team project or want to collaborate with colleagues. Click on the “Share” button on the business card and select the team members you want to share it with.
The Power of Business Cards on Insightly
By adding business cards on Insightly, you can:
- Centralize Your Contacts: Keep all your business cards organized in one central location, eliminating the need for multiple spreadsheets or physical folders.
- Automate Data Entry: Insightly’s OCR (Optical Character Recognition) technology automatically extracts contact information from scanned business cards, saving you time and effort.
- Enrich Your CRM Data: Business cards provide valuable information that can enrich your CRM data, giving you a more comprehensive view of your contacts.
- Improve Collaboration: Share business cards with your team members to facilitate collaboration and ensure everyone has access to important contact information.
- Maximize Networking ROI: By leveraging Insightly’s business card management capabilities, you can maximize the ROI of your networking efforts and build stronger relationships.
What You Need to Learn
Q: Can I add multiple business cards at once?
A: Yes, you can import multiple scanned business cards simultaneously using the “Import” feature.
Q: How do I edit the information on a business card?
A: Click on the business card and select “Edit Contact.” You can then make any necessary changes to the contact information.
Q: Can I export business cards from Insightly?
A: Yes, you can export business cards as a CSV or vCard file by clicking on the “Export” button on the business card list.
Q: How do I delete a business card from Insightly?
A: Click on the business card and select “Delete.” You will be prompted to confirm the deletion.
Q: Can I add custom fields to business cards?
A: Yes, you can create custom fields to capture additional information on business cards. Go to “Settings” > “Custom Fields” to create and manage custom fields.
