How do we reply to an email directly through Insightly mobile?

How do we reply to an email directly through Insightly Mobile App?

We have sales people in the field that need to reply to customer inquiries, but they are asking to reply from insightly,

The biggest complaint is that they don't want to use two different apps (email & insightly) for managing customer relations. Thank you!  

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  • Hi there,

    Insightly is not an email service so you will still need your email provider; however your team can make sure to have all the emails linked to Contacts within your Insightly account by using your Insightly mailbox. 

    Under User Settings > you can select: Include My Insightly Mailbox Address In The BCC Field. Then when clicking on an email address viewed within Insightly or clicking on a Contact the Insightly mailbox will already be added.

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