While Insightly CRM comes with standard fields, like name, phone number, and email address, you will probably want to add more of these as well as your own specialized fields.
Common examples of custom fields include billing ID numbers, contract renewal dates, project types, and referral information. You can even group your fields under their own expandable sections.
- Only Insightly administrators can create custom fields.
- Custom field groups help you organize and order your fields into sections.
- After creating a field, you can clone it for other objects.
- By mapping custom lead fields and custom opportunity fields, your field values can be copied from a converted lead or opportunity to the new records that Insightly automatically creates for you.
Each Insightly subscription plan limits the number of custom fields you can create per object. Custom fields will also count towards your storage limits.
|Subscription Plan||Standard Objects||Custom Objects|
2 custom fields per object
50 custom fields per object
100 custom fields per object
|100 custom fields per object|
200 custom fields per object
|500 custom fields per object|
Custom fields can be created for the following objects:
|CRM||Contacts, Events, Leads, Opportunities, Opportunity Projects, Organizations, Price Book Entries, Products, Projects, Quotes, Quote Products, Tasks, and Custom Objects.|
|Marketing||Lists, Prospects, and Custom Objects.|
|Service||Contacts, Knowledge Articles, Organizations, Tasks, Tickets, and Custom Objects.|