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Frequently Asked Questions
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Help Articles
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The Getting Started Guide
Basic Information
- Recommended Browsers
- How to log in to Insightly
- How to log in to the Help Center
- Linking records
- What are the Next Activity and Last Activity dates?
- Quickly adding new items & viewing recent items
User Settings
- Set up your account to send email from Insightly
- Troubleshooting SMTP and unverified email accounts
- Changing your profile picture
- Customizing your email signature
- Adding a hosted image to your custom email signature
- Configuring Insightly for your language
Customizing Your Account
- Changing your Insightly URL
- How to create a custom field
- How to create a custom field group
- How to clone a custom field
- Copying custom field values from leads to other records
- Copying custom field values from opportunities to projects
User Administration
- Adding a new user
- Granting or removing administrator permissions
- Creating a team
- Updating a user's email address
- Following up on new user invitations
- Resolving missing email invitations, password resets, or notifications
Accounts & Billing
- Billing schedule and credit card charge process
- Insightly subscription plan and payment FAQs
- Record and storage limits
- Upgrading or downgrading your account
- Reducing the number of users on your subscription
- Changing your subscription to an "Ineligible" plan
Security
Insightly Webforms
Sales
- Using Insightly to manage sales
- Importing leads
- Creating and managing leads
- Converting a lead to a contact and a sales opportunity
- How to create an opportunity
- Using opportunities in Insightly
Mobile Apps
- Insightly's mobile apps for iOS and Android
- Features available on iOS and Android apps
- How to refresh data on our iOS and Android apps
- Viewing your Insightly calendar on mobile
- Recording audio notes on mobile apps
- Scanning business cards on our mobile apps
Task Management
Workflow Tools
Reporting
- The Insightly CRM Reporting Guide
- How to switch between Advanced and Legacy reports
- Overview of Advanced Reporting
- Advanced reporting views
- How to create a custom report
- How to create, edit, and delete report folders
Calendar
- The Insightly calendar
- Using events in Insightly
- Syncing Insightly with Google or Microsoft Exchange calendars
- Subscribing to your Insightly calendar feed
- Deleting your Insightly calendar from Google Calendar
- Changing Google Calendar notifications for Insightly items
Managing Projects
Contact Management
- Displaying and sorting contacts
- Why users are listed as contacts
- Managing contact roles and titles
- Cloning a contact
- Viewing social media information
- Logging phone calls or meeting notes
- Sending email from Insightly
- Using your Insightly mailbox address to save emails
- Saving an email directly to an opportunity or project
- Using Gmail with Insightly
- Using email programs other than Gmail or Outlook 2013/Office 365
- What are email templates?
The Insightly Sidebar for Gmail
File & Document Integrations
- Creating PandaDoc documents from Insightly
- Linking to files in Box
- Linking to files in Dropbox
- Linking to files in Microsoft OneDrive
- Linking to files in Google Drive
- Linking to items in Evernote
Google Contacts Sync & Hangouts
Microsoft Outlook
Accounting Software
- Using Xero with Insightly
- Using Quickbooks Online with Insightly
- Connecting Insightly to Xero
- Connecting Insightly to QuickBooks Online
- Creating Xero invoice drafts from Insightly contacts or organizations
- Creating Xero invoice drafts from Insightly opportunities or projects
Google Apps for Work
- Setting up an Insightly for Google Apps account
- Logging back in from Google Apps
- How changing your domain affects your Insightly for Google Apps account
- Insightly for Google Apps versus a non-Google Apps account
- Unlinking your account from Google Apps
- Error: Google encountered a problem in downloading your contact list to Insightly
Gmail Gadget for Google Apps
MailChimp
Reporting Tools
Zapier
How-To Videos
- Video: Introduction to Insightly
- Video: Linking Items Together
- Video: Working with Contacts
- Video: Managing Tasks
- Video: Working with Opportunities
- Video: Managing Projects
Live Webinars
Webinar Recordings
- Webinar: New Features Summer 2016
- Webinar: MailChimp Integration v2
- Webinar: Ready. Set. Go! Getting Started with Insightly
- Webinar: Take Insightly On the Go with Mobile Apps
- Webinar: Managing Your Customers in Insightly
- Webinar: How to Successfully Roll Out Insightly to Your Team