What is the new Insightly User Experience?

In October of 2017, Insightly introduced new features and a new look called the new Insightly.

The new Insightly gives you more control over how you see your CRM information. Lists can be customized and viewed in a grid or pipeline format. Individual records appear in slide-out panels with a highlights bar while still giving you easy access to your lists.

All customers have the option of switching to the new Insightly or using Insightly Classic while it's still available.

To switch your account to the new experience:

  1. Go to System Settings.
    System_Settings-classic.png
  2. Click Switch your team to the new Insightly User Experience.
    Switch.png
  3. Tick the box.
    Tick_box.png
  4. Click Save Settings.
    Save_experence.png

You and your users will be logged out and prompted to log in from the new sign in page. You'll then see the new orange bar at the top of the page!

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Learn about all the changes in What has changed in the New Insightly?

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