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Inside Your Insightly (See real-life examples from Insightly users)

Explore example pipelines, activity sets, and advanced reports from other industries, then share your own!

Show all All Planned Not Planned Implemented Answered No Status Sort by newest post Newest post Recent activity Votes Comments
See and share real-life examples with Inside Your Insightly! Brenda L. 1 comment 0 votes
Adding Leads is not adding the organization David Carter 2 comments 0 votes Answered
Email to Task does not include title or attachments Jeff Scotti 3 comments 0 votes Answered
Permissions Robert Rudy 1 comment 0 votes Answered
Data Retrieval (Tags) Riska Anneli Septovia 1 comment 0 votes Answered
Insert lead with no feedback / no validation coming back but there is a 400 error Matt 2 comments 1 vote
Objects and Fields april pabunan 3 comments 0 votes Answered
How to Create a Cashflow Dashboard Elio Mondello 1 comment 1 vote
Map Leads and Organizatiions Greg Brooks 2 comments 0 votes
Editing reminders !!!!!!!!!!!!!!! Mikael Stade 0 comments 1 vote
I need account service Angela Zhang 1 comment 0 votes
Insightly CRM Meets Artificial Intelligence Setup (Tutorial) Micah Feldkamp - CRM Consultant at www.cloudreferrals.com 0 comments 0 votes
Basic subscription disappeared Melissa Porteous 0 comments 0 votes
Using my client and my Google Drive Sarah Rogers 0 comments 0 votes
Administrator settings Walter Kelley 0 comments 0 votes
Top Reports Graham Treakle 4 comments 0 votes Answered
Tasks showing up when opportunity is converted to project Shannon Lepard 0 comments 0 votes
Workflow automation Lidiane Mocko 5 comments 1 vote
Pipeline Example - Zeidman Development David Zeidman (ZDConsult.com) 1 comment 6 votes
Pipeline Example- Business Made Simple Erin (Business Made Simple) 1 comment 3 votes
Share your Insightly Pipeline and get an Insightly T-shirt Brenda L. 0 comments 3 votes