Managing Your Records

Individual Records

• Linking records
• How to follow records and receive notifications
• Attaching files to a record
• Managing social media links
• What are the Next Activity and Last Activity dates?
• Opening Gmail when clicking on an email address
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List Views

• How to create a List View
• How to set up custom filters for your lists
• How to sort list views
• What is the kanban view?
• Updating multiple records with bulk editing
• Adding a link to multiple items at once
See all 7 articles

Merging and Cloning

• Duplicate detection
• Copying an organization's address to a contact
• Cloning a contact
• How to clone a project or opportunity
• Finding duplicate records with SmartMerge
• Running a SmartMerge report to find similar records
See all 10 articles

Categories, Tags, and Custom Fields

• ★ Choosing between custom fields, tags, and categories
• What are tags?
• How to add a tag
• Quick filtering and updating tags
• Setting up and using categories
• The Insightly CRM Custom Fields Guide
See all 12 articles