The first time you open the Insightly CRM Sidebar for Gmail, you will need to sign in to your Insightly account.
To sign in from the Insightly Sidebar:
- Click the Insightly icon to the right of your inbox.
- Click Sign In. If you don't have an Insightly account, click Sign up a new account.
- Enter your credentials and click Log in.
You will now be able to view Insightly records from any email in your inbox.