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.
Beginner's Guide
- Beginner's Guide
- What is Insightly CRM?
- Insightly plans and services
- Before you create an account
- Building Blocks: Objects, records, and fields
- Planning your users and data imports
Basic Information
- Insightly's custom fields list
- Insightly's System Settings
- Recommended Browsers
- Searching in Insightly
- Google integrations available in Insightly
- How to delete Insightly's sample data
Sign up & Log In
- "Insightly for G Suite" versus a non-G Suite account
- How to sign up for a standard Insightly account
- How to log in to Insightly
- How to reset or change your password
- Logging back in from G Suite
- Checking the status of the Insightly website and API
User Settings
- How to configure your date and time settings
- How to refer a friend to Insightly
- Changing your time zone and calendar settings
- Configuring Insightly for your language
- Set up your account to send email from Insightly
- How to edit or remove your email credentials
Mobile Apps
- Insightly's mobile apps for iOS and Android
- Supported Mobile Platforms
- Features available on iOS and Android apps
- Scanning business cards on our mobile apps
- Recording audio notes on mobile apps
- How to enable call logging in the Insightly mobile app
Customizing Your Account
- How to set up a field dependency
- How to replace the Insightly logo with your own logo
- How to edit company settings
- What are page layouts?
- How to edit or create a page layout
- How to assign a page layout to a profile
Insightly for G Suite
Managing Your Users
- How to add a new user
- Deleting a user
- Why are users listed as contacts?
- Updating a user's email address
- Reducing the number of users on your subscription
- Following up on new user invitations
Managing Your Subcription
Billing
About Permissions
- The Insightly CRM Security & Permissions Guide
- An introduction to Simple and Advanced Permissions
- Overview of Advanced Permissions
- Managing users with Advanced Permissions
- What are roles permissions?
- What are profiles in Advanced Permissions?
How to Set Permissions
- How to create object validation rules
- What are object validation rules?
- How to switch between Simple and Advanced Permissions
- Managing users with Simple Permissions
- How to set visibility permissions on a record
- Configuring roles in Advanced Permissions
Data Security
- How to anonymize someone's information in Insightly
- How to extract someone's information from Insightly
- Implementing data retention policies in Insightly
- Insightly and the General Data Protection Regulation (GDPR)
- Data security
- Information for regulated industries
Reporting Basics
- The Insightly CRM Reporting Guide
- Overview of Advanced Reporting
- Advanced reporting views
- What is the Opportunity History Report?
- What is the Expected Revenue field in opportunity reports?
- What are Linked Items reports?
Dashboards
- The Guide to Insightly Dashboards
- What are dashboards?
- What are dashboard cards?
- Insightly's standard dashboards
- How to create a dashboard
- How to create a dashboard card
Building Reports
- What are the User Generated Activity and User Activity Reports?
- How to create, edit, and delete report folders
- How to create a custom report
- Basic report filtering
- Adding summary rows to reports
- How to add a chart to your report
Running and Editing Reports
Custom Objects
- The Guide to Insightly's Custom Objects
- What are custom objects?
- How to use lookup relationship fields with custom objects
- How to create a custom object
- How to edit a custom object
- How to delete a custom object
Custom Apps
- The Guide to Insightly's Custom Apps
- What are custom apps?
- How to create a custom app
- How to edit a custom app's details
- How to edit a custom app's objects
- How to edit a custom app's profile assignments
Individual Records
- How to print a record
- How to delete someone's information from Insightly
- Linking records
- How to follow records and receive notifications
- Attaching files to a record
- Managing social media links
List Views
- How to delete a List View
- How to create a List View
- How to set up custom filters for your lists
- How to sort list views
- What is the kanban view?
- Updating multiple records with bulk editing
Merging and Cloning
- Duplicate detection
- Copying an organization's address to a contact
- Cloning a contact
- How to clone a project or opportunity
- Finding duplicate records with SmartMerge
- Running a SmartMerge report to find similar records
Categories, Tags, and Custom Fields
- Choosing between custom fields, tags, and categories
- How to create a custom calculated field
- What are tags?
- How to add a tag
- Quick filtering and updating tags
- Setting up and using categories
Saving Email
- The Insightly CRM Email Guide
- Using your Insightly mailbox address to save emails
- Using Gmail with Insightly
- What happens when I save an email message to Insightly?
- Forwarding versus auto-forwarding email messages to Insightly
- Why aren't things linking when I use BCC to save emails?
Sending Email
Products, Price Books, and Quotes
- The Guide to Products, Price Books, and Quotes
- What are Products and Price Books?
- What are Quotes?
- How to enable Products, Price Books, and Quotations
- How to create a Product
- How to edit a Product
Sales Management
- Using Insightly to manage sales
- Tracking opt-in choices for your contacts and leads
- What are opportunities?
- How to create an opportunity
- How to set up opportunity state reasons
- Converting an opportunity into a project
Lead Managment
- Setting up 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
- How to use filter logic in lead assignment rules
- Copying custom field values from leads to other records
Project Management
Webforms
Pipelines and Activity Sets
- Automation options in Insightly
- What are Pipelines?
- What are Activity Sets?
- How to set up a Pipeline
- How to set up an Activity Set
- How to apply activity sets
Workflow Automation
- The Insightly CRM Automation Guide
- Overview of workflow automation
- How to configure an automated workflow
- Things to keep in mind for workflow automation
- What are webhooks in the workflow automation?
- What is a Lambda function?
Insightly Voice for Phone Calls
- The Guide to Insightly Voice
- What is Insightly Voice?
- What are the requirements for Insightly Voice?
- How to assign Insightly Voice licenses
- Customizing your Insightly Voice number
- Insightly Voice Basics
Tasks
Calendar & Events
The Insightly Add-on for Gmail
- What is the Insightly Add-on for Gmail?
- How to sign in to the Insightly Add-on for Gmail
- How to install the Insightly Add-on for Gmail
- How to add a contact or lead from the Insightly Add-on for Gmail
- How to save emails with the Insightly Add-on for Gmail
- How to save an email as a record with the Insightly Add-on for Gmail
Sidebar for Outlook
- The Guide to the Insightly Sidebar for Outlook
- What's the Insightly Sidebar for Outlook?
- What are the requirements for the Outlook sidebar?
- How to install the Insightly Sidebar for Outlook
- How to log in to the Sidebar for Outlook
- How to create records from the Sidebar in Outlook
Calendar Integrations
Microsoft Office 365
Sidebar for Gmail
G Suite & the Gmail Gadget
- Disabling Google integrations
- Linking to files in Google Drive
- G Suite Error: Unable to install
- The Insightly Gmail gadget
- Gadget is not appearing in Google Apps Gmail
- How to disable the Insightly Gmail gadget for select users
Google Contacts Sync
Microsoft Power BI
File & Document Management
Accounting Software
- Connecting Insightly to QuickBooks Online
- Using Quickbooks Online with Insightly
- Connecting Insightly to Xero
- Using Xero with Insightly
- How to create Xero invoice drafts from contacts and organizations
- How to create Xero invoice drafts from opportunities or projects
Slack
MailChimp
Zapier
API & SSO
Insightly Basics
Tutorials
- Video: Custom fields and custom layouts.
- Video: Top 3 New Features of the New Insightly User Experience
- Video: The Insightly Mobile App
- Video: How to Manage Leads
- Video: How to Work with Opportunities
- Video: How to Use Projects
Live Webinars
Recorded Webinars
[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] Setting up and using categories
[Insightly Classic] Email
[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] Copying custom field values from leads to other records
[Insightly Classic] Activities and Automation
[Insightly Classic] Connecting to Google & Microsoft
[Insightly Classic] Connecting to other apps
[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 Link Records
- [Insightly Classic] Video: How to Manage Your Tasks
Top