[Insightly Classic] Deleting emails and email templates

Insightly Classic is the old version of Insightly. It's not available to new accounts. Users on Insightly Classic can switch over to the latest version.

If you're cleaning up your account or need to remove records to downgrade your subscription, you can delete emails and email templates by using the bulk editing options on the Emails tab.

  1. Click the Emails tab in the left navigation bar. 
  2. Select a subtab from the Emails page. (If you're upgrading from a free trial to an "ineligible" plan, you'll select the Email Templates tab.)
  3. Tick the boxes next to the items you'd like to delete, or tick the Select All box above the list to select all the items on the page.  
    If you have more than 50 records, you'll see a message asking if you'd like to delete all the records. Click the link in the message if you'd like to select them all. 
  4. Click the trash can icon that appears above the list and then click OK on the confirmation message to delete the selected items.
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