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 firstname.lastname@example.org for pricing and details.
Overview: Customizing Records
Walkthrough: Creating Custom Fields for Organizations
Walkthrough: Creating Custom Fields for Contacts
Overview: Importing Records
Walkthrough: Importing Organizations
Walkthrough: Importing Contacts
Walkthrough: Create or Update an Opportunity Pipeline
Walkthrough: Update your Lead Statuses
Walkthrough: Create or Update a Project Pipeline