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Help Articles
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The Getting Started Guide
Basic Information
- 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?
- Search tips for Insightly's web app
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
- Creating Xero invoice drafts from Insightly contacts or 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: Importing Data
- Video: Linking Records
- Video: Notifications and Following Items
- Video: Organizing with Tags
- Video: Working with Contacts
- Video: Working with Email
Live Webinars
- 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: Managing Email Campaigns in Insightly
- Live Webinar: Streamline Your Sales Pipeline
- Live Webinar: Mastering Insightly's Reporting
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
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