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  1. Insightly Help Center
  2. Managing Your Records
  3. Categories, Tags, and Custom Fields
  • Choosing between custom fields, tags, and categories
  • What are tags?
  • How to add a tag
  • Quick filtering and updating tags
  • Setting up and using categories
  • How to create and use an image custom field
  • The Insightly CRM Custom Fields Guide
  • What are custom fields?
  • Insightly's custom fields list
  • How to create a custom field
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The Insightly CRM Custom Fields Guide

Tony Roma
  1. Introduction
    1. What are custom fields?
    2. Choosing between custom fields, tags, and categories
    3. Custom field types
    4. Importing records with custom fields
  2. Configuration
    1. How to create a custom field group
    2. How to create a custom field
    3. Deleting custom fields and custom field groups
  3. Copying and Mapping
    1. How to clone a custom field
    2. Mapping custom field values from leads to other records
    3. Mapping custom field values from opportunities to projects
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