The Insightly CRM Email Guide

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  1. Introduction
    1. What happens when I save an email message to Insightly?
    2. Using your Insightly mailbox address to save emails
  2. Sidebar Add-ons
    1. What's the Insightly Sidebar for Outlook?
    2. What's the Insightly Sidebar for Gmail?
  3. Saving Email to Insightly
    1. Using your Insightly mailbox address to save emails
    2. Saving an email directly to an opportunity or project
  4. Sending Email from Insightly
    1. Sending and scheduling email from Insightly
    2. Set up your account to send email from Insightly
    3. How to edit or remove your email credentials
    4. Video: How to Send an Email When Using Insightly
  5. Email Templates
    1. What are email templates?
    2. How to create a new email template
  6. The MailChimp Integration
    1. Using Insightly with MailChimp
    2. Managing email marketing campaigns
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