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Sales and Project Management
Sales and Project Management
Sales Management
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Using Insightly to manage sales
Tracking opt-in choices for your contacts and leads
What are opportunities?
How to create an opportunity
How to set up opportunity state reasons
Creating a project from an opportunity
See all 7 articles
Lead Managment
Setting up your account for lead management
How to create and manage leads
Converting a lead to a contact and a sales opportunity
Setting up a lead assignment rule
How to use filter logic in lead assignment rules
Copying custom field values from leads to other records
See all 8 articles
Project Management
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What are projects?
How to create a project
What are Milestones?
How to add a milestone and related tasks
How to edit a milestone
Webforms
Consider a web visitor's rights when building a webform
How to create a Web to Contact or Web to Lead webform
How to add reCAPTCHA to your Insightly webforms
Adding an Insightly webform to a WordPress site
Adding the Web to Contact or Web to Lead form to Google Sites
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