How can we help you today?
More Resources
Frequently Asked Questions
Come join our community of Insightly customers and team members. We're here to help you along the way!
Help Articles
Find answers by browsing our articles and videos.
The Getting Started Guide
Basic Information
- Microsoft integrations available in Insightly
- Recommended Browsers
- How to sign up for Insightly
- How to log in to Insightly
- How to log in to the Help Center
- What are the default fields in Insightly?
User Settings
- Set up your account to send email from Insightly
- Changing your profile picture
- Changing your time zone and calendar settings
- How to change your notification and auto-follow settings
- Customizing your email signature
- Adding a hosted image to your custom email signature
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
- Following up on new user invitations
- Granting or removing administrator permissions
- Granting or removing a user's export permissions
- Creating a team
- Managing users with Simple Permissions
User Permissions and Record Access
- The Insightly CRM Security & Permissions Guide
- An introduction to Simple and Advanced Permissions
- How to switch between Simple and Advanced Permissions
- How to set visibility permissions on a record
- How to change your default visibility for new tasks and events
- Configuring Default Item Visibility for your users
Accounts & Billing
- How to refer a friend to Insightly
- 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
System Security
Insightly Webforms
Managing Sales
- Using Insightly to manage sales
- How to import leads
- Creating and managing leads
- Converting a lead to a contact and a sales opportunity
- How to create an opportunity
- What are opportunities?
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
- The Insightly CRM Automation Guide
- Automation options in Insightly
- Overview of workflow automation
- Things to keep in mind for workflow automation
- What are Pipelines?
- What are Activity Sets?
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
- Managing social media links
- Logging phone calls or meeting notes
- Sending and scheduling 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?
Special announcements
Grouping Records
- Choosing between custom fields, tags, and categories
- The Insightly CRM Custom Fields Guide
- What are custom fields?
- How to set up custom filters
- What are tags?
- How to add a tag
Bulk Editing
Dealing with Duplicates
Editing Data
- How to follow records and view your notifications
- How to clone a project or opportunity
- How to restore or remove items from the Recycle Bin
- Attaching files to a record
- How to change a record owner
- Deleting data
Insightly API & Webhooks
The Insightly Sidebar for Gmail
File & Document Management
- 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
Microsoft Outlook
Insightly's Chatbot Assistant
Accounting Software
- Using Xero with Insightly
- Using Quickbooks Online with Insightly
- Connecting Insightly to Xero
- Connecting Insightly to QuickBooks Online
- How do I create Xero invoice drafts from Insightly contacts and organizations?
- Creating Xero invoice drafts from Insightly opportunities or projects
G Suite
- Setting up an "Insightly for G Suite" account
- Logging back in from G Suite
- How changing your G Suite domain affects your Insightly account
- "Insightly for G Suite" versus a non-G Suite account
- Unlinking your account from G Suite
- G Suite Error: Unable to install
Gmail Gadget for Google Apps
MailChimp
Reporting Tools
Zapier
Insightly Basics
- Video: Welcome to Insightly
- Video: Managing Relationships with Insightly
- Video: Insightly for Sales
- Video: Insightly for Project Management
- Video: Insightly Account Setup (for Admins)
- Video: Personalize Insightly (for Everybody!)
Tutorials
- Video: MailChimp Integration
- Video: Importing Data
- Video: Linking Records
- Video: Notifications and Following Items
- Video: Organizing with Tags
- Video: Working with Contacts
Live Webinars
- Live Webinar: Insightly Getting Started (for trial accounts)
- Live Webinar: Customizing Insightly for your Business
- Live Webinar: Ask Insightly Anything
- Live Webinar: Keep Them Coming Back for More - Managing Your Customers in Insightly
- Live Webinar: Keep in Touch: Using Email with Insightly
- Live Webinar: Streamline Your Sales Pipeline
Recorded Webinars
- Recorded Webinar: New Features Winter 2016 ⛄
- Recorded Webinar: Ready. Set. Go! Getting Started with Insightly
- Recorded Webinar: Take Insightly On the Go with our Mobile Apps
- Recorded Webinar: Managing Your Customers in Insightly
- Recorded Webinar: MailChimp Integration
- Recorded Webinar: How to Successfully Roll Out Insightly to Your Team
Top