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  • The Insightly CRM Email Guide
  • Using your Insightly mailbox address to save emails
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  • 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

Using email programs other than Gmail or Outlook with Office 365

Tony Roma

Most of our customers use Insightly with Gmail or Outlook with Office 365.

If you use other email programs, like Apple's Mac OS Mail or other versions of Outlook, you still can save emails to Insightly. We have all the details in Using your Insightly mailbox address to save emails.

 

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