Insly

How to pull reports on your insurance sales with ease?

Analyzing Sales Results

How to track possible Sales Opportunities?

Sales Opportunities and Leads

Kai Baltmischkis

Sales

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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