Getting Started in CRM
Welcome to Insightly! We're so glad you're here. Let's get started!
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Beginner's Guide: Admin
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Beginner's Guide
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Navigating Insightly
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Different ways to access Insightly besides the web app
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Customizing Projects
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User Settings
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User settings
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System Settings
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Customizing Insightly: Custom Fields and Page Layouts
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Customizing Contact management
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Customizing Opportunities
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Managing your subscription
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Insightly plans and services
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Viewing Records
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Insightly's Integrations
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Planning your users and data imports
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Beginner's Guide
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Beginner's Guide: Users
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Insightly 101
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What is Insightly CRM?
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Building Blocks: Objects, records, and fields
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What are Insightly's standard objects?
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Insightly CRM Glossary
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Insightly Guides
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Quickly adding new items & viewing recent items
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Insightly's System Settings
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Searching in Insightly
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How to delete Insightly's sample data
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Google integrations available in Insightly
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Microsoft integrations available in Insightly
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Getting help and support with Insightly
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What is Insightly CRM?
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Best Practices
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Best Practices: How Insightly uses Projects to manage accounts
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Best Practices: Configuring Insightly for Education
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Best Practices: Configuring Insightly for Real Estate
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Best Practice: Configuring Insightly for Property Management
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Best Practices for Onboarding
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Best Practices for Adoption
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Best Practice: Configuring Insightly for Asset Management
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Best Practices: How Insightly uses Projects to manage accounts
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Sign up & Log In
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"Insightly for G Suite" versus a non-G Suite account
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How to sign up for a standard Insightly account
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How to log in to Insightly
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Before you create an account
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How to reset or change your password
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Logging back in from G Suite
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Checking the status of the Insightly website and API
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How to log in to the Help Center
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"Insightly for G Suite" versus a non-G Suite account
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User Settings
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Enabling desktop push notifications
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How to configure your date and time settings
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How to refer a friend to Insightly
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Changing your time zone and calendar settings
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Configuring Insightly for your language
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Set up your account to send email from Insightly
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How to edit or remove your email credentials
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Troubleshooting SMTP and unverified email accounts
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Finding or resetting your API key
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Customizing your email signature
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Adding a hosted image to your custom email signature
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How to change your default visibility for saving emails
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How to change your default visibility for new tasks and events
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How to change your notification and auto-follow settings
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Enabling desktop push notifications
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Mobile Apps
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Insightly's mobile apps for iOS and Android
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Supported Mobile Platforms
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Features available on iOS and Android apps
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Scanning business cards on our mobile apps
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Recording audio notes on mobile apps
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How to enable call logging in the Insightly mobile app
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How to log a call from the Insightly Mobile App
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Viewing your Insightly calendar on mobile
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How to refresh data on our iOS and Android apps
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Basic troubleshooting for mobile apps
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How to access your custom objects and custom apps in mobile
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Insightly's mobile apps for iOS and Android