
Engineering
- Member since
- Total activity 363
- Last activity
-
Sharing your Insightly calendar in Google Calendar
Google has renamed G Suite to Google Workplace. You can do the following with any Insightly and Gmail/G Suite account. A connection from G Suite to Insightly isn't required. There are two ways to s...
- Edited
- 0 followers
- 0 comments
- -2 votes
-
Working with the Insightly Web API
You can find our complete API documentation athttps://api.insightly.com/v3.1/Help#! (documentation for v3.0 can be found here) The Insightly web API enables developers to create custom applications...
- Edited
- 0 followers
- 0 comments
- -1 votes
-
[Insightly Classic] How to set up custom filters for your lists
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. You can create shorter, focused lists by ent...
- Edited
- 1 follower
- 0 comments
- 0 votes
-
Webinar Recording: 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 and ef...
- Edited
- 1 follower
- 0 comments
- 1 vote
-
Using Insightly to manage sales
There are many ways to set up Insightly for sales, and our customers are always amazing us with the ways they utilize the flexibility of Insightly to meet their business needs. The central records ...
- Edited
- 2 followers
- 0 comments
- 0 votes
-
How to add a milestone and related tasks
Use milestones on their own to track important project dates. You can connect new project tasks to them, too. Milestones are only available for project records. You can apply a Pipeline or mileston...
- Edited
- 1 follower
- 0 comments
- 0 votes
-
Transferring data between Insightly accounts
Did you create multiple Insightly accounts and now have too many to manage? You can transfer data between your Insightly accounts by exporting your data from the one account and importing the data ...
- Edited
- 0 followers
- 0 comments
- -2 votes
-
[Insightly Classic] How to create a custom field
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. You can set up custom fields to hold unique ...
- Edited
- 1 follower
- 0 comments
- 0 votes
-
Managing email marketing campaigns
While Insightly is not an email marketing platform, there a few different options to manage marketing campaigns from Insightly: Use our MailChimp integration, available on all paid plans, to copy ...
- Edited
- 0 followers
- 0 comments
- -2 votes
-
Legacy Reports: Opportunity and activity reports
This article is part of the Insightly Reporting Guide Insightly includes advanced custom reporting and nine legacy reports centered around opportunities and completed activities (tasks and events)....
- Edited
- 1 follower
- 0 comments
- -1 votes