How can we help you?
- What is Insightly Marketing?
- Use Cases for Insightly Marketing
- Viewing Web tracking data
- How to Use Finish Actions
- Troubleshooting Click Tracking
- Editing the Unsubscribe Page
- How to use the Insightly CRM Connector
- Prospect Field Mapping
- CRM Connector Settings overview
- How to use Web Tracking Domains
Hosted Files & Redirect Links
- How to Submit Product Feedback
- Best Practices: Configuring Insightly for Consulting
- Keyboard shortcuts
- Best Practices: Configuring Insightly for Recruiting & Staffing
- Best Practices: Configuring Insightly for Education
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
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
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
- 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
- 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
- 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
- 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
- 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
- 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
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
- Customizing Projects
- What are Projects?
- How to create a Project
- What are Milestones?
- How to add a milestone and related tasks
- 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?
- What are Dashboards?
- What are Dashboard Cards?
- Insightly's standard dashboards
- How to create a dashboard
- How to Create a Dashboard Card
- 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
- 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
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
Brands & Portals
Dashboards & Reports
Insightly Service Mobile Application
Videos & Webinars
AppConnect Recipe Examples
- Xero AppConnect Recipes
- DocuSign AppConnect Recipes
- Sage AppConnect Recipes
- Slack AppConnect Recipes
- Shopify AppConnect Recipes
Data Types & Formulas
Running AppConnect Recipes
- Running AppConnect Recipes
- Running AppConnect Recipes: Tasks
- Running AppConnect Recipes: Start
- Running AppConnect Recipes: Skip
- Running AppConnect Recipes: Stop
Videos & Webinars
[Insightly Classic] Email
[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
[Insightly Classic] Connecting to Google & Microsoft
[Insightly Classic] Connecting to other apps
[Insightly Classic] Getting Started
[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] Importing & Exporting
[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
[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
[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
- 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
Account Administration & 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?
Activities and Automation
API & SSO
Custom Calculated Fields
Custom Objects and Custom Apps
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?
- 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?
Managing your records
- 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?
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?