Engineering

Webinar Recording: Insightly Overview Webinar

1. Videos & Webinars
2. Webinars

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

• Edited April 23, 2020 20:50
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[Insightly Classic] Linking to files in Dropbox

1. Insightly Classic
2. [Insightly Classic] Connecting to other apps

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...

• Edited December 03, 2018 21:10
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[Insightly Classic] Linking to files in Box

1. Insightly Classic
2. [Insightly Classic] Connecting to other apps

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...

• Edited December 03, 2018 21:09
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[Insightly Classic] Linking to files in Microsoft OneDrive

1. Insightly Classic
2. [Insightly Classic] Connecting to Google & Microsoft

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...

• Edited December 03, 2018 21:07
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[Insightly Classic] Linking to files in Google Drive

1. Insightly Classic
2. [Insightly Classic] Connecting to Google & Microsoft

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...

• Edited December 03, 2018 21:08
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[Insightly Classic] Subscribing to your Insightly calendar feed

1. Insightly Classic
2. [Insightly Classic] Activities and Automation

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...

• Edited December 03, 2018 21:05
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[Insightly Classic] How to use events

1. Insightly Classic
2. [Insightly Classic] Activities and Automation

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...

• Edited December 03, 2018 21:03
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[Insightly Classic] How to log phone calls or meeting notes

1. Insightly Classic
2. [Insightly Classic] Activities and Automation

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...

• Edited December 03, 2018 20:58
• 1 follower
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[Insightly Classic] Adding a reminder to a task

1. Insightly Classic
2. [Insightly Classic] Activities and Automation

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...

• Edited December 03, 2018 20:57
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[Insightly Classic] How to add a task

1. Insightly Classic
2. [Insightly Classic] Activities and Automation

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...

• Edited December 03, 2018 20:57
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• 0 comments
• 0 votes