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What's Happening
- New Insightly Add-on for Gmail (Beta) now available!
- We've redesigned System Settings. Check it out! ⚙️
- New custom field types including multi-select dropdown!
- Display only the right dropdown options with the new Field Dependencies
- View your records your way with new Page Layouts 📃
- Only see what you need to in the new Layout Assignments
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.
Getting Started
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 Insightly
- 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 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
- Troubleshooting SMTP and unverified email accounts
Mobile Apps
- Supported Mobile Platforms
- Features available on iOS and Android apps
- Insightly's mobile apps for iOS and Android
- How to refresh data on our iOS and Android apps
- Basic troubleshooting for mobile apps
- Scanning business cards on our mobile apps
Customizing Your Account
- How to set up a field dependency
- Changing your Insightly URL
- How to replace the Insightly logo with your own logo
- What are page layouts?
- How to 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 switch between Simple and Advanced Permissions
- Managing users with Simple Permissions
- How to set visibility permissions on a record
- Configuring roles in Advanced Permissions
- How to edit or move a role in your permissions hierarchy
- Configuring a profile in Advanced Permissions
Data Security
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
- Understanding the dashboard card edit page
Building 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
- Using filter logic for advanced reporting
Running and Editing Reports
Individual Records
- Linking records
- How to follow records and receive notifications
- Attaching files to a record
- Managing social media links
- What are the Next Activity and Last Activity dates?
- Opening Gmail when clicking on an email address
List Views
- 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
- Adding a link to multiple items at once
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
- What are tags?
- How to add a tag
- Quick filtering and updating tags
- Setting up and using categories
- The Insightly CRM Custom Fields Guide
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
Sales Management
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?
Tasks
Calendar & Events
Sidebar 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 create records from the Sidebar in Outlook
- How to view records in the Sidebar for Outlook
Calendar Integrations
Microsoft Office 365
G Suite & the Gmail Gadget
- 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
- Gmail gadget: Limited to Insightly for G Suite accounts
Google Contacts Sync
The Insightly Add-on for Gmail (beta)
- What is the Insightly Add-on for Gmail?
- Should I use the Insightly Add-on or the Insightly Sidebar 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 sign in to the Insightly Add-on for Gmail
- How to view and find records in the Insightly Add-on for Gmail
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
- 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: 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
- Live Webinar: Insightly Introduction Demo
- Live Webinar: Getting Started with your New Account (Trial Accounts)
- Live Webinar: Managing Contacts and Emails
- Live Webinar: Ask Insightly Anything
- Live Webinar: Streamline Your Sales Pipeline
- Live Webinar: Mastering Insightly's Reporting
Recorded Webinars
- 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
- Recorded Webinar: Surpass your Sales Goals with Insightly
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