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Insightly Help Center
Getting Started
Getting Started
Welcome to Insightly! We're so glad you're here. Let's get started!
Insightly 101
What is Insightly CRM?
Building Blocks: Objects, records, and fields
What are Insightly's standard objects?
Insightly CRM Glossary
Insightly Guides
Quickly adding new items & viewing recent items
See all 12 articles
Beginner's Guide
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Beginner's Guide
Insightly plans and services
First steps for administrators
Customizing Insightly: Custom Fields and Page Layouts
Navigating Insightly
Viewing Records
See all 10 articles
Best Practices
Best Practice: Configuring Insightly for Property Management
Best Practices for Onboarding
Best Practices for Adoption
Best Practice: Configuring Insightly for Asset Management
Sign up & Log In
"Insightly for G Suite" versus a non-G Suite account
How to sign up for a standard Insightly account
How to log in to Insightly
Before you create an account
How to reset or change your password
Logging back in from G Suite
See all 8 articles
User Settings
Enabling desktop push notifications
How to configure your date and time settings
How to refer a friend to Insightly
Changing your time zone and calendar settings
Configuring Insightly for your language
Set up your account to send email from Insightly
See all 14 articles
Mobile Apps
Insightly's mobile apps for iOS and Android
Supported Mobile Platforms
Features available on iOS and Android apps
Scanning business cards on our mobile apps
Recording audio notes on mobile apps
How to enable call logging in the Insightly mobile app
See all 11 articles
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