Knowledge Base

Insightly Platform

• Customer Support

  • Contacting Insightly Support
  • Insightly Onboarding
  • Insightly's Premier Success Plan
  • How to Submit a Ticket to Insightly's Care Team
  • Insightly's Customer Success Organization
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• Sandboxes

  • Sandboxes Overview
  • Sandboxes FAQ

• Open Source Software

  • Insightly's Third-Party Notices

Insightly Marketing

• General Information

  • What is Insightly Marketing?
  • Use Cases for Insightly Marketing
  • Viewing Web tracking data
  • How to Use Finish Actions
  • Troubleshooting Click Tracking
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• System Settings

  • Unsubscribe Page
  • How to use the Insightly CRM Connector
  • Prospect Field Mapping
  • CRM Connector Settings overview
  • How to use Web Tracking Domains
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• Prospects

  • Prospects Overview
  • Prospect Profiles and Grading
  • Prospect Scoring

• Lists

  • How to add Contacts and Leads from CRM to Lists in Marketing
  • Lists Overview

• Folders

  • Folders Overview

• Emails

  • Email Spam Check and Common Errors
  • A/B and Multivariate Test Emails
  • Emails Overview
  • Configuring Email Settings
  • Email Templates Overview

• Journeys

  • Journey Overview
  • Building and Configuring a Journey
  • Review Journey Statistics
  • Journeys FAQ

• Landing Pages

  • How to set up your own subdomain for Landing Pages
  • Landing Pages Overview
  • Landing Page Templates Overview

• Forms

  • Form Handlers Overview
  • Form Handler Error Pages and Solutions
  • Setup reCAPTCHA for Form Handlers

• Hosted Files & Redirect Links

  • Best Practices for Hosted Files & Redirect Links
  • Hosted Files Overview
  • Redirect Links Overview

• Integrations

  • How to use Insightly's Zapier integration
  • Using Insightly Marketing's Zoom Integration

• Reports

  • Reports Overview
  • Prospect Reports
  • List Reports
  • Redirect Link Reports
  • Form Reports
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Insightly CRM

• General Information

  • Best Practices: Configuring Insightly for Consulting
  • Keyboard shortcuts
  • Best Practices: Configuring Insightly for Recruiting & Staffing
  • Best Practices: Configuring Insightly for Education
  • Best Practices: Configuring Insightly for Real Estate
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• Getting Started

  • First steps for administrators
  • Customizing Insightly: Custom Fields and Page Layouts
  • How to delete Insightly's sample data
  • Beginner's Guide for Users
  • Beginner's Guide for Admins

• Users & Permissions

  • Planning your users and data imports
  • Enabling and Disabling User Licenses
  • How to switch between Simple and Advanced Permissions
  • How to Add a New User
  • An introduction to Simple and Advanced Permissions
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• User Settings

  • Troubleshooting SMTP and Unverified Email Accounts
  • User Settings Overview

• System Settings

  • Insightly's System Settings
  • Setup of SAML and SCIM for Okta
  • Setup of SAML for OneLogin
  • Approval Processes

• Importing & Exporting

  • Exporting data from Insightly to a CSV file
  • Understanding bulk updating with imports
  • How to open a CSV file in Excel to fix date and other formatting issues
  • Importing overview and tips
  • Transferring data between Insightly accounts
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• Customizing Objects & Fields

  • How to edit field level permissions
  • Best Practices for Custom Objects
  • How to rename standard objects
  • Page Layouts: Related tab
  • How to enable Other Contacts At This Organization
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• Automation

  • Automation options in Insightly
  • The Insightly CRM Automation Guide
  • Overview of Workflow Automation
  • How to Configure an Automated Workflow
  • Things to Keep in Mind for Workflow Automation
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• Web Forms

  • How to extract someone's information from Insightly
  • Implementing data retention policies in Insightly
  • How to make a webform field required
  • Consider a web visitor's rights when building a webform
  • How to create a Web to Contact or Web to Lead webform
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• Managing Records

  • How to anonymize someone's information in Insightly
  • How to use the Related tab
  • How to Use Field History Tracking
  • How to create a new record from the Lookup dropdown field
  • How to print a record
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• Tasks

  • Using tasks in Insightly
  • How to add a task
  • What are Activity Sets?
  • Adding a reminder to a task
  • How to set up an Activity Set
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• Contact Management

  • Customizing Contact Management

• Lead Management

  • Merging two leads
  • Customizing your account for Lead management
  • How to create and manage Leads
  • Converting a lead to a contact and a sales opportunity
  • Setting Up a Lead Assignment Rule
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• Opportunity Management

  • Customizing Opportunities
  • How to add stage duration tracking to an Opportunity Page Layout
  • What are Opportunities?
  • How to create an Opportunity
  • How to set up opportunity state reasons
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• Products, Price Books, & Quotes

  • How to customize Opportunity Product and Quote Product Layouts
  • What is a Quote sync
  • How to add Product fields to a Quote PDF
  • How to assign a Price Book to an Opportunity
  • The Guide to Products, Price Books, and Quotes
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• Project Management

  • Customizing Projects
  • What are Projects?
  • How to create a Project
  • What are Milestones?
  • How to add a milestone and related tasks
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• Emails

  • How to Enable or Disable Email Tracking
  • What are email templates?
  • How to create a new email template
  • Sending and scheduling email from Insightly
  • What Happens When I Save an Email Message to Insightly?
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• Calendar

  • The Insightly calendar
  • How to use events
  • Subscribing to your Insightly calendar feed
  • Sharing Your Insightly Calendar in Google Calendar

• Dashboards

  • What are Dashboards?
  • What are Dashboard Cards?
  • Insightly's standard dashboards
  • How to create a dashboard
  • How to Create a Dashboard Card
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• Reports

  • How to bulk edit Reports
  • Using filter logic for advanced reporting
  • Running a custom report
  • What is the Opportunity Stage Duration Report?
  • How to edit an existing report
  View All

• Integrations

  • Google Integrations Available in Insightly
  • Microsoft integrations available in Insightly
  • Insightly's Integrations
  • Using Gmail with Insightly
  • Using email programs other than Gmail or Outlook with Office 365
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• Videos & Webinars

  • Webinar Recording: Introducing Insightly AppConnect
  • Webinar Recording: Streamline Business Processes Using Automation
  • Webinar Recording: Make Better Decisions by Visualizing Your Data
  • Webinar Recording: Boosting Productivity Through Customization
  • Webinar Recording: Secure and Protect Your Data
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Insightly Service

• General Information

  • How to use Email Settings in Service App
  • Glossary of Insightly Service Terms
  • What is Insightly Service?
  • Service Plan Level Limits

• User Settings

  • Service User Settings Overview

• System Settings

  • How to replace the Insightly logo with your own logo
  • Configuring Email Templates for Ticket Alerts
  • Creating and Managing SLAs

• Tickets

  • How to use Automations
  • How to use Macros
  • Creating and Managing Queues
  • How to use Web to Ticket Webforms
  • Creating and Managing Tickets

• Brands & Portals

  • How to use Brands
  • How to use Language Administration
  • How to use Public Portal Websites
  • Customize your Customer Portal
  • How to use the Community

• Dashboards

  • Insightly Service Dashboard Cards

• Knowledge

  • Create and Publish Knowledge Articles
  • How to Clone a Knowledge Article

• Reports

  • Ticket Reports
  • Portal Reports

• Videos & Webinars

  • Webinar Recording: Introducing Insightly Service
  • Video: Configuring your SLAs
  • Video: Configuring Queues and Schedules

Insightly AppConnect

• Getting Started with AppConnect

  • What is AppConnect?
  • Insightly's AppConnect: Your Secret Weapon

• AppConnect Recipe Examples

  • How to Use AppConnect Recipes and Examples
  • Xero AppConnect Recipes
  • DocuSign AppConnect Recipes
  • Sage AppConnect Recipes
  • Slack AppConnect Recipes
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• Building Recipes

  • Building AppConnect Recipes: Triggers
  • Building AppConnect Recipes: Steps
  • Building AppConnect Recipes: Actions
  • Building AppConnect Recipes: IF conditions
  • AppConnect Error Handling Best Practices
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• Data Types & Formulas

  • AppConnect Data Types and Formulas
  • AppConnect Data Types and Formulas: String
  • AppConnect Data Types and Formulas: Integer or number
  • AppConnect Data Types and Formulas: Date or datetime
  • AppConnect Data Types and Formulas: Array/hash (list)

• Running AppConnect Recipes

  • Running AppConnect Recipes
  • Running AppConnect Recipes: Tasks
  • Running AppConnect Recipes: Start
  • Running AppConnect Recipes: Skip
  • Running AppConnect Recipes: Stop
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• Troubleshooting Recipes

  • Troubleshooting Recipes

• Videos & Webinars

  • Webinar Recording: Insightly AppConnect Masterclass Vol. 1
  • Webinar Recording: Introducing Insightly AppConnect
  • Webinar Recording: Insightly AppConnect Masterclass Vol 2.

What's New?

• What's New at Insightly

  • What's New at Insightly January 2024
  • What's New at Insightly February 2024
  • What's New at Insightly March 2024
  • What's New at Insightly April 2024
  • What's New at Insightly May 2024
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• Old What's new articles

  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
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Insightly Classic

• [Insightly Classic] Email

  • [Insightly Classic] What are email templates?
  • [Insightly Classic] Sending and scheduling email from Insightly
  • [Insightly Classic] Deleting emails and email templates

• [Insightly Classic] Activities and Automation

  • [Insightly Classic] How to apply activity sets
  • [Insightly Classic] How to add a task
  • [Insightly Classic] Adding a reminder to a task
  • [Insightly Classic] How to log phone calls or meeting notes
  • [Insightly Classic] How to use events
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• [Insightly Classic] Connecting to Google & Microsoft

  • [Insightly Classic] Linking to files in Microsoft OneDrive
  • [Insightly Classic] Linking to files in Google Drive

• [Insightly Classic] Connecting to other apps

  • [Insightly Classic] Linking to files in Box
  • [Insightly Classic] Linking to files in Dropbox

• [Insightly Classic] Getting Started

  • [Insightly Classic] Insightly's custom fields list
  • [Insightly Classic] Searching in Insightly
  • [Insightly Classic] Quickly adding new items & viewing recent items
  • [Insightly Classic] Changing your profile picture
  • [Insightly Classic] Changing your background color

• [Insightly Classic] Account Administration & Billing

  • [Insightly Classic] How to replace the Insightly logo with your own logo
  • [Insightly Classic] Changing your Insightly URL
  • [Insightly Classic] Why are users listed as contacts?
  • [Insightly Classic] Granting or removing a user's export permissions
  • [Insightly Classic] Granting or removing administrator permissions

• [Insightly Classic] Permissions and Security

  • [Insightly Classic] Configuring roles in Advanced Permissions
  • [Insightly Classic] Configuring sharing rules
  • [Insightly Classic] Troubleshooting Advanced Permissions and record access

• [Insightly Classic] Importing & Exporting

  • [Insightly Classic] Viewing and deleting recently imported records
  • [Insightly Classic] Exporting data from Insightly to a CSV file

• [Insightly Classic] Managing your records

  • [Insightly Classic] How to delete data
  • [Insightly Classic] Deleting custom fields
  • [Insightly Classic] How to clone a custom field
  • [Insightly Classic] Copying custom field values from opportunities to projects
  • [Insightly Classic] How to create a custom field
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• [Insightly Classic] Sales and Project Management

  • [Insightly Classic] What are opportunities?
  • [Insightly Classic] How to create an opportunity
  • [Insightly Classic] Viewing the value of opportunities in a list
  • [Insightly Classic] How to create and manage leads
  • [Insightly Classic] Converting a lead to a contact and a sales opportunity
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• [Insightly Classic] Videos and Webinars

  • [Insightly Classic] Video: Managing Relationships with Insightly
  • [Insightly Classic] Video: Insightly Account Setup (for Admins)
  • [Insightly Classic] Video: How to Send an Email When Using Insightly
  • [Insightly Classic] Video: Organizing with Custom Fields, Categories, or Tags
  • [Insightly Classic] Video: How to Use Projects
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Insightly Mobile

• Insightly Mobile Enhancements

  • Insightly Mobile Application 2021 Enhancements
  • Insightly Mobile Application 2020 Enhancements
  • Insightly Mobile Application 2023 Enhancements
  • Insightly Mobile Application 2024 Enhancements

• Insightly Service Mobile Application

  • Insightly Service Mobile Application Overview
  • Insightly Service Mobile Application Actions

• Insightly CRM Mobile Application

  • Insightly's Mobile Application
  • Scanning Business Cards with Insightly's Mobile Application
  • Recording Audio Notes with Insightly's Mobile Application
  • Viewing an Insightly Calendar with Insightly's Mobile Application
  • Accessing Custom Objects and Applications with Insightly's Mobile Application

FAQ

• Account Administration and Billing

  • Can I freeze my paid account temporarily?
  • Why was I charged for more users than I have?
  • Can our users be on different plan levels?
  • How do I make another user an administrator?
  • How do I manage what my users can see, edit, and delete?
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• Activities and Automation

  • Why aren't my tasks appearing in my Opportunity's/Project's Activities tab?
  • Why can't I create a Task reminder for someone else?
  • Why can't I create a Task reminder for myself?
  • Why can't I delete a Pipeline/Stage/Activity Set that is not in use?

• API & SSO

  • Does SAML work on the Insightly Mobile App?
  • Do I need SAML to use this 'SSO' feature with O365?

• Custom Calculated Fields

  • When are custom calculated field values actually calculated?
  • What programming language is used to create custom calculated fields?
  • How many custom calculated fields can I create?
  • Can I create a calculated field that contains other calculated fields within the formula?

• Custom Fields

  • Can I edit my custom field to change the field type?
  • What file types and sizes can be uploaded in an image custom field?
  • Can I edit a standard field?
  • Can I filter by custom images in list views?
  • Do images in custom image fields count towards my data storage limits?

• Custom Objects and Custom Apps

  • Are Custom Objects and Custom Apps available on the mobile app?
  • Which plans are Custom Objects and Custom Apps on?

• Dashboards and Dashboard Cards

  • Editing a card using the drop down menu for "user responsible" can't find our active users
  • Can Dashboards be customized for each user?
  • Do dashboards work well with custom fields?
  • Can QuickBooks data drive Insightly Dashboard?
  • How many Dashboard Cards can I add to a Dashboard?
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• Insightly

  • Inactive Gratis Account Deletion
  • I can't login after switching to the latest version of Insightly, how can I fix it?
  • Insightly won't keep me Logged In
  • Where can I find my SMTP Server information?
  • Why are received emails in Gmails are not being forwarded to Insightly?
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• Insightly Classic

  • Can I switch back to Insightly Classic?
  • What is Insightly Classic?

• Managing your records

  • How can I check when a record was last updated?
  • How do I add a column to my list view?

• Mobile

  • Can I create a Contact, then create and link a new Organization from the mobile app?
  • Can I change the stage of a pipeline from the mobile app?
  • Can I use tags in the mobile app?
  • Can I use the Insightly mobile app offline?
  • Does Insightly offer call logging?
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• Other Applications

  • What happened to Insightly's Slack integration?
  • Why can't I see another user's Gmail/Outlook calendar events?

• Products, Price Books, & Quotes

  • Can I create a Quote on the Insightly mobile app?
  • Do Quote quantity fields support fractional quantities?
  • Can I set up an approvals process for quotes with steep discounts?
  • How is taxation calculated in Quotes?
  • Can I add digital signatures to my Quotes?
  View All

• Reporting

  • Which objects can I use in reporting?

• Sales Management

  • Does the Opportunity currency field support decimal prices?