Insightly Onboarding: In-App Guides

Welcome to Insightly Onboarding!

For accounts with a Success Plan, we offer in-app guides and walkthroughs that make configuring your new CRM a breeze. 

If you do not currently have a Success Plan and are interested in learning more, contact support@insightly.com for pricing and details.

 

Getting Started: 

Take a tour of Insightly

Customizing Records

Importing Records

Email Tracking

Managing your Records

 

Contact Management

Overview: Customizing Records

Walkthrough: Creating Custom Fields for Organizations

Walkthrough: Creating Custom Fields for Contacts

 

Overview: Importing Records

Walkthrough: Importing Organizations

Walkthrough: Importing Contacts 

 

Pipeline Management

Walkthrough: Create or Update an Opportunity Pipeline

Walkthrough: Update your Lead Statuses

 

Project Management

Walkthrough: Create or Update a Project Pipeline

 

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