Getting Started

The Getting Started Guide

• 1. Introduction
• 2. Setting Things Up
• 3. Insightly Basics
• 4. Working in Insightly

Basic Information

• Microsoft integrations available in Insightly
• Recommended Browsers
• How to sign up for Insightly
• How to log in to Insightly
• How to log in to the Help Center
• What are the default fields in Insightly?
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User Settings

• ★ Set up your account to send email from Insightly
• Changing your profile picture
• Changing your time zone and calendar settings
• How to change your notification and auto-follow settings
• Customizing your email signature
• Adding a hosted image to your custom email signature
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