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Engineering

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Latest activity by Engineering
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    Engineering created an article,

    Recorded Webinar: Insightly Overview Webinar

    Every day Insightly CRM & Project Management helps thousands of businesses organize information on customers and prospects, allowing them to: Increase Sales Improve internal collaboration an...

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    Engineering created an article,

    [Insightly Classic] Linking to files in Dropbox

    Insightly Classic is the old version of Insightly. It's not available to new accounts. Users on Insightly Classic can switch over to the latest version. There's no need to upload files to the cloud...

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    Engineering created an article,

    [Insightly Classic] Linking to files in Box

    Insightly Classic is the old version of Insightly. It's not available to new accounts. Users on Insightly Classic can switch over to the latest version. Files stored at Box can be linked directly t...

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    Engineering created an article,

    [Insightly Classic] Linking to files in Microsoft OneDrive

    Insightly Classic is the old version of Insightly. It's not available to new accounts. Users on Insightly Classic can switch over to the latest version. Microsoft OneDrive files can be linked direc...

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    Engineering created an article,

    [Insightly Classic] Linking to files in Google Drive

    Insightly Classic is the old version of Insightly. It's not available to new accounts. Users on Insightly Classic can switch over to the latest version. Files stored in Google Drive — including Goo...

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    Engineering created an article,

    [Insightly Classic] Subscribing to your Insightly calendar feed

    Insightly Classic is the old version of Insightly. It's not available to new accounts. Users on Insightly Classic can switch over to the latest version. Customers without Calendar Sync on their acc...

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    Engineering created an article,

    [Insightly Classic] How to use events

    Insightly Classic is the old version of Insightly. It's not available to new accounts. Users on Insightly Classic can switch over to the latest version. Calendar events are for keeping track of con...

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    Engineering created an article,

    [Insightly Classic] How to log phone calls or meeting notes

    Insightly Classic is the old version of Insightly. It's not available to new accounts. Users on Insightly Classic can switch over to the latest version. When you need to log a phone call or enter n...

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    Engineering created an article,

    [Insightly Classic] Adding a reminder to a task

    Insightly Classic is the old version of Insightly. It's not available to new accounts. Users on Insightly Classic can switch over to the latest version. Each Insightly task can be set up with a rem...

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    Engineering created an article,

    [Insightly Classic] How to add a task

    Insightly Classic is the old version of Insightly. It's not available to new accounts. Users on Insightly Classic can switch over to the latest version. There are many ways to start adding a new ta...