Sales and Project Management
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Products, Price Books, and Quotes
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What is a Quote sync
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How to add Product fields to a Quote PDF
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How to assign a Price Book to an Opportunity
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The Guide to Products, Price Books, and Quotes
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What are Products and Price Books?
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What are Quotes?
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How to enable Products, Price Books, and Quotations
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How to create a Product
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How to edit a Product
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How to create a Price Book
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How to edit a Price Book
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How to add and remove Products from a Price Book
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How to create a Quote
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How to edit a Quote
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How to delete a Quote
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How to format and upload a document template
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How to use Microsoft Word to add conditional merge statements into templates
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How to create a PDF or a Merge Document
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How to delete a PDF or Merge Document
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What is a Quote sync
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Sales Management
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Using Insightly to manage sales
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How to add stage duration tracking to an Opportunity Page Layout
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Tracking opt-in choices for your contacts and leads
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What are Opportunities?
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How to create an Opportunity
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How to set up opportunity state reasons
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Converting an opportunity into a project
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Viewing the value of opportunities in a list
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Using Insightly to manage sales
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Lead Managment
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Customizing your account for Lead management
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How to create and manage Leads
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Converting a lead to a contact and a sales opportunity
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Setting up a lead assignment rule
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How to use filter logic in lead assignment rules
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Copying custom field values from leads to other records
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Changing a lead to a contact
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Changing a Contact to a Lead
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Customizing your account for Lead management
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Project Management
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Webforms
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How to make a webform field required
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Consider a web visitor's rights when building a webform
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How to create a Web to Contact or Web to Lead webform
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How to add reCAPTCHA to your Insightly webforms
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Adding an Insightly webform to a WordPress site
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Adding the Web to Contact or Web to Lead form to Google Sites
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How to make a webform field required