Easy Insight is a cloud analytics platform that enables you to connect your cloud apps and create real time dashboards to monitor and improve conversion rates.
Within Easy Insight, you can connect your Teamwork CRM site to report across your deals.
To connect to Easy Insight, you will first need to create an Easy Insight account.
Once logged into Easy Insight, choose the Connections tab in the top menu.
Select Teamwork CRM from the available connection options.
You will then be prompted to Authorize Access to your Teamwork CRM account. This will require you to enter your Teamwork login details.
If you have multiple Teamwork accounts linked to the same email address, you will have the option to select the appropriate account once you have entered your account name and password.
Following successful authorization, your Teamwork CRM data will synchronize with Easy Insight.
Once complete, you will be able to view pre-built dashboards within Easy Insight.
For more information, see: Enabling Two Way Sync with Easy Insight