Sales and Project Management

Products, Price Books, and Quotes

• The Guide to Products, Price Books, and Quotes
• What are Products and Price Books?
• What are Quotes?
• How to enable Products, Price Books, and Quotations
• How to create a Product
• How to edit a Product
See all 16 articles

Sales Management

• ★ 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
• Converting an opportunity into a project
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

• ★ 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