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:
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