Insightly Logo Help Center
Help Center Community
Help Center Community System Status Contact Us Sign in
  1. Insightly Help Center
  2. Email
  3. Saving Email
  • The Insightly CRM Email Guide
  • Using your Insightly mailbox address to save emails
  • Using Gmail with Insightly
  • What happens when I save an email message to Insightly?
  • Forwarding versus auto-forwarding email messages to Insightly
  • Why aren't things linking when I use BCC to save emails?
  • Saving an email directly to an opportunity, lead, or project
  • Date stamps on saved email
  • Using email programs other than Gmail or Outlook with Office 365

The Insightly CRM Email Guide

Kourtney Stuthard
  1. Introduction
    1. What happens when I save an email message to Insightly?
    2. Using your Insightly mailbox address to save emails

  2. Sidebars and Add-ons
    1. What's the Insightly Sidebar for Outlook?
    2. What is the Insightly Add-on 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
Was this article helpful?
Insightly Logo
Copyright © 2019 Insightly, Inc. Made in California +1 888 999-4039 Terms of Service Privacy Policy
  • social_twitter
  • social_linkedin
  • Facebook
  • social_youtube