What are the default fields in Insightly?

These are the default fields Insightly includes for each object. When you're planning which custom fields to add, this should come in handy. You can create your own import template by exporting records and utilizing the spreadsheet as an import template to help import data.

Leads
Contacts
Organizations
Opportunities
Projects

*Required fields

Leads

Lead Information	Prefix
	First Name
	Last Name*
	Title
	Organization
	Lead Status
	User Responsible
	Lead Rating
Additional Information	Email Address
	Phone
	Phone (Mobile)
	Fax (Phone)
	Website
	Industry
	Number of Employees
	Lead Source
Address	Address
	City
	State/Province
	Postal Code
	Country
Description	Description

Contacts

Contact Information	Prefix
	First Name*
	Last Name
	Occupation / Role / Title
	Organization
	Date of Birth
	Email Address
	Phone
	Phone (Home)
	Phone (Mobile)
	Phone (Other)
	Phone (Assistant)
	Assistant Name
	Fax (Phone)
Additional Information	Background
Address (Mail)	Address
	City
	State/Province
	Postal Code
	Country
Address (Other)	Address
	City
	State/Province
	Postal Code
	Country
Dates to Remember	Occasion Name
	Date

Organizations

Organization Name	Organization Name*
Contact Details	Phone
	Fax (Phone)
	Website
Address (Billing)	Address
	City
	State/Province
	Postal Code
	Country
Address (Shipping)	Address
	City
	State/Province
	Postal Code
	Country
Dates to Remember	Occasion Name
	Date
Additional Information	Background

Opportunities

Details	Opportunity Name*
	Description
Additional Information	Category
	Probability Of Winning
	Forecast Close Date
	Who's Responsible
	Value
	Bid Amount
Pipeline	Pipeline Name
	Stage

Projects

Details	Project Name*
	Description
Additional Information	Category
	Who's Responsible
Pipeline	Pipeline Name
	Stage

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