How to enable Insightly Marketing for a user

Once you've started using Insightly Marketing, you will want to start adding your CRM users. Instead of creating brand new users in Insightly Marketing, you can just enable it for your existing users.

To enable Insightly Marketing:

  1. From CRM, go to System Settings > User List.
    Enable_MA_1.png
  2. Select a user. Click Edit User.
    Enable_MA_2.png
  3. Under Product User Licenses, check the box next to Marketing Subscription.
    Enable_MA_3.png
  4. Click Save User Details.
    Enable_MA_4.png

The user will now be able to access Insightly Marketing from the square icon in the upper right.

Enable_MA_5.png

Was this article helpful?