What are Insight Cards?

Insight Cards appear on the right side of the page to give you additional information about the record you are viewing. 

There are three types of Insight Cards: Weather, Time, and Duplicate Records. 

Weather and Time

The Weather and Time Insight cards will display the local time and weather of your contacts and organizations based on their address. The Weather Insight card will display either Fahrenheit or Celsius based on the language that is selected in your User Settings.

Be sure to include the postal code and country so that the Insight Cards can generate the correct information.

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If you want to remove these Insight Cards, you will need to remove your record's address information.

Duplicate Records

The Duplicate Records Insight Card will only appear when Insightly detects multiple open leads with the same email address. A list of duplicate names will appear, which you can click on to edit information as needed.

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To remove it, you will have to edit the affected leads to have different email addresses, merge the leads, or delete the duplicates. 

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