Getting Started

Beginner's Guide

• ★ Beginner's Guide
• What is Insightly CRM?
• Insightly plans and services
• Before you create an account
• Building Blocks: Objects, records, and fields
• Planning your users and data imports
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Basic Information

• Insightly's custom fields list
• Insightly's System Settings
• Recommended Browsers
• Searching in Insightly
• Google integrations available in Insightly
• How to delete Insightly's sample data
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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
• How to reset or change your password
• Logging back in from G Suite
• Checking the status of the Insightly website and API
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User 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
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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
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