Getting Started in CRM
Welcome to Insightly! Let's get started.
-
Beginner's Guide: Admin
-
★
Beginner's Guide for Admins
-
Navigating Insightly
-
Different ways to access Insightly besides the web app
-
Customizing Projects
-
User Settings
-
System Settings
-
First steps for administrators
-
Customizing Insightly: Custom Fields and Page Layouts
-
Customizing Contact management
-
Customizing Opportunities
-
Managing your subscription
-
Insightly plans and services
-
Insightly's Integrations
-
Planning your users and data imports
-
★
Beginner's Guide for Admins
-
Beginner's Guide: Users
-
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
-
Insightly's System Settings
-
Searching in Insightly
-
How to delete Insightly's sample data
-
Google integrations available in Insightly
-
Microsoft integrations available in Insightly
-
Getting help and support with Insightly
-
What is Insightly CRM?
-
Best Practices
-
Best Practices: Configuring Insightly for Recruiting & Staffing
-
Best Practices: How Insightly uses Projects to manage accounts
-
Best Practices: Configuring Insightly for Education
-
Best Practices: Configuring Insightly for Real Estate
-
Best Practices: Configuring Insightly for Property Management
-
Best Practices for Onboarding
-
Best Practices for Adoption
-
Best Practices: Configuring Insightly for Asset Management
-
Best Practices: Configuring Insightly for Recruiting & Staffing
-
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
-
Checking the status of the Insightly website and API
-
How to log in to the Help Center
-
"Insightly for G Suite" versus a non-G Suite account
-
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
-
How to edit or remove your email credentials
-
Troubleshooting SMTP and unverified email accounts
-
Finding or resetting your API key
-
Customizing your email signature
-
Adding a hosted image to your custom email signature
-
How to change your default visibility for saving emails
-
How to change your default visibility for new tasks and events
-
How to change your notification and auto-follow settings
-
Enabling desktop push notifications
-
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
-
How to log a call from the Insightly Mobile App
-
Viewing your Insightly calendar on mobile
-
How to refresh data on our iOS and Android apps
-
Basic troubleshooting for mobile apps
-
How to access your custom objects and custom apps in mobile
-
Insightly's mobile apps for iOS and Android