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. 

Open Opportunities

The Open Opportunities Insight card will display any Opportunities that are open on the Contacts, Leads, and Organizations the Opportunity record is linked to.


The card will contain:

  • Opportunity Name

  • Opportunity Value

  • Pipeline Stage

  • Forecast Close Date

  • Opportunity Responsible User

  • Opportunity Owner

Multiple Opportunity cards can appear on a record, so sales reps can quickly review any open Opportunities at a glance. Up to six Insight cards can appear on a record; if there are multiple Opportunity cards, the Opportunity cards will be sorted by the nearest forecast close date.


The logged in user will need permission to view the Opportunity record for the Insight card to appear on a Contact, Lead, or Organization record.

Weather and Time

The Weather and Time Insight cards will display the local time and weather for the Contact or Organization you are viewing, based on their address. Be sure to include the postal code and country so that the Insight Cards can generate the correct information.

The Weather Insight card will display either Fahrenheit or Celsius based on the country selected in your User Settings. This card will always be displayed unless the record's address information is removed.


Duplicate Records

The Duplicate Records Insight Card will only appear when Insightly detects other open Leads with the same email address as the one you're viewing.


To remove the card, edit the affected Leads to have different email addresses, merge the Leads, or delete the duplicates. Click a name in the card to open another record and edit it.

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