Hi! Thanks for visiting our Insightly Help Center. Let us show you around. :-)
The search bar is the fastest and easiest way to find what you’re looking for. Type in your keyword and we’ll display matching help articles, how-to videos, recorded webinars, and Community posts.
To browse through our extensive collection of help articles and videos, just click the Help Articles link or the Videos & Webinars link from our Help Center home page. We show you all the related content for each article or video so you won’t miss a thing.
Hop on over to our Community to get (and share!) tips with other customers and receive support from our Insightly Heroes and Insightly team members. Click the Ask Questions, Get Answers link on the home page to get there. Here's what else you'll find:
- New product ideas submitted by other customers. You can vote up the ideas that you like or you can post your own. Ideas that receive the most votes are then considered for our product roadmap.
- First-hand knowledge from industry leaders, CEO's and authors in our monthly online discussion series called the Insightly Insider
- Real-life examples on Insightly features like pipelines and reports under our Inside Your Insightly topic
- Announcements about our latest features added and improvements made to Insightly
Anyone can read posts and comments in our Community, but you'll need to have a Help Center account and be signed in to post and comment.
If you don't have a Help Center account yet, you can create one here.
Important note: If this is your first time creating a Help Center account, please use the same email address you use to log in to Insightly so that we may show you all the resources that are available to your plan.
Ask a question or submit an idea
Once you're signed in, you can start sharing your thoughts with the community. Click the + New Post button in the upper right corner to post your question or idea. Enter a title, post details, and select a topic from the dropdown menu. Then click submit.
Your question or idea will appear under the topic you selected. Click the gear wheel above your post title if you need to edit your post.
Every post is searchable and becomes a valuable part of our entire Help Center!
Replying to a post
When you reply to another user's post, you're helping the person asking the question and thousands of other users looking for an answer, too.
To reply to a post, click inside the comment field and the format header will appear. Click the Add a comment button when you're done and your reply will appear instantly. You can edit your comment after it's posted by clicking the gear wheel beneath it.
Voting up posts and comments
Voting is the fastest and easiest way to participate in the community. Support your fellow users by voting up their content - imagine how nice it feels to have someone "heart" your idea or comment! We want to launch features that are important to our users and look at votes when we're planning our product roadmap.
To vote, just click the heart icon and it will turn orange once you've voted. You get one vote for every post and comment.
To see which posts are receiving the most votes, click to any topic page and sort using the filter at top.
Following is the best way to stay informed and up-to-date when new content is posted to a subject you're interested in. Click the Follow button to receive an email whenever a new post or comment is added. Click again to unfollow. You can follow posts, topics, or articles.
My Activities Page
If you're on a paid Insightly account, you'll have access to a My Activities page under your profile menu. The My Activities page is where you'll see all the posts you created, all the comments you've submitted, and all the content you're following. Click the arrow next to your name in the upper right corner of the page and select My Activities from the drop down menu.
To see content you've created, click the Contributions link and select Posts or Community comments.
To see the content you're following click the Following link. This is where you can change the setting to be notified when a new post or a new comment is added to a topic. The default is to receive an update when there is a new post.
Here's a few more tips to reap even more benefit from our community.
Add a photo to your profile. Seeing a face next to a name goes a long way in making others trust and feel connected to you.
Relax and have fun! Every question is welcomed and no answer is ever wrong.
Aim to make connections. Good things happen when people connect. Seek out users in your field so you can learn from each other or if you're an experienced Insightly user consider mentoring someone new.
Read our Community Guidelines. We outline a few things to keep in mind while you're here.
Take our quick video tour of the Insightly Help Center.