You can quickly add a new record from any page in Insightly. Click the plus (+) icon at the top of the page and select the record type you'd like to add.
Accessing recent items in Insightly
To see a list of the last ten items you've viewed, click the Recent Items icon next to the search bar at the top of the page. Use this list to jump between records you've been working on.
You can quickly add a new record from any page in Insightly. Click the plus (+) icon at the top of the page and select the record type you'd like to add.
Accessing recent items in Insightly
To see a list of the last ten items you've viewed, click inside the search bar at the top of the page.
