[Insightly Classic] How to log phone calls or meeting notes

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.

When you need to log a phone call or enter notes about a call or a meeting, you can add them in notes or tasks. You can then create reports in Insightly to track these activities.

How to enter a call or meeting as a note

  1. When viewing a record, click the Notes subtab and then click Add Note.

    screenshot-support.insight.ly-2018.11.28-13-30-11.png

  2. Enter the note title and text. You can change the note's date to reflect the date of the call or meeting by clicking File Attachments and Date of Note.

    screenshot-support.insight.ly-2018.11.28-13-31-25.png

  3. Click Add Note. The new note will appear in the Notes subtab.

    screenshot-support.insight.ly-2018.11.28-13-32-49.png

How to log a call or meeting as a completed task

  1. When viewing a record, select the Tasks subtab and then click Add Task.

    screenshot-support.insight.ly-2018.11.28-13-34-44.png

  2. Enter the relevant information and select the Complete status. Keep in mind that your administrator can create custom categories, like "Conference call" or "Lunch meeting."

    screenshot-support.insight.ly-2018.11.28-13-38-07.png

  3. Click Save. The new task will appear in the Tasks subtab.

    screenshot-support.insight.ly-2018.11.28-13-39-08.png

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