Beginner's Guide for Admins

Welcome to Insightly CRM! 

CRM stands for Customer Relationship Management. In general, it's a tool you use to manage your business relationships. It's not just about keeping track of a contact's information - it's about who they work for, what you need to do for them, and how to keep them happy.

Insightly's Admin's Guide (users can find their guide here) is designed to guide you as you explore and set up your brand new CRM. Follow the steps below to help you get up and running with your account.

First, let's show you around.

1. Navigating around Insightly

2. Different ways to access Insightly

3. Personalize your User Settings

4. Managing your subscription

Objects, records, and fields

5. Building Blocks: Objects, records, and fields

6. What are Insightly's standard objects?

7. Using Insightly to manage sales

8. First steps for administrators

Customizing Insightly for your team

9. Learn how to use System Settings to customize your CRM

10. Customizing Insightly: Custom Fields and Page Layouts

11. Customizing Contact management

12. Customizing Opportunities

13. Customizing Leads

14. Customizing Projects

Now, start importing your data

15. Importing overview and tips

16. Sample import files

17. Importing records with custom fields

Learn about reporting and dashboards

18. Overview of Advanced Reporting

19. Introduction to Dashboards

Finally, set up your team

20. Planning your users and data imports

21. Introduction to Simple and Advanced Permissions

22. How to add a new user

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