[Insightly Classic] Video: Organizing with Custom Fields, Categories, or Tags

Insightly Classic is the old version of Insightly. It's not available to new accounts. Users on Insightly Classic can switch over to the latest version.

A video on how to use custom fields, categories, or tags to group and organize your items in Insightly CRM. You can also check out our article Choosing between custom fields, tags, and categories.

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