Insightly's Beginner's Guide is designed for users who are brand new to Insightly CRM.
- Introduction to Insightly CRM
- What is Insightly CRM?
- Insightly plans and services
- Creating an account
- Building Blocks: Objects, Records, and Fields
- Planning your users and data imports
For those who like to jump ahead, don't skip these steps:
- Get Started
- First steps for administrators
- Customizing Insightly: Page Layouts and Custom Fields
- Overview of Advanced Permissions
- Importing overview and tips
- Importing records with custom fields
- Automation options in Insightly
- Getting Around
- Navigating Insightly
- What are Insightly's standard objects?
- Viewing Records
- Linking Records
- How to create a list view
- A guide to email in Insightly
- Setting your Preferences