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. We also have sample import files to help you import your 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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