Engineering

1. Reporting & Dashboards
2. Reporting Basics

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 September 09, 2019 20:58
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1. Sales and Project Management
2. Sales Management

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 May 31, 2019 20:12
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1. Connecting to Other Apps
2. API & SSO

You can find our complete API documentation at https://api.insightly.com/v3.1/Help#! (documentation for v3.0 can be found here) The Insightly web API enables developers to create custom application...

• Edited May 30, 2019 23:02
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1. Connecting to Other Apps
2. File & Document Management

Evernote is a handy application that is used by many of our customers to record notes, photos, and other important information about their clients and projects. With Insightly's Evernote integratio...

• Edited April 10, 2019 23:43
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1. Email
2. Saving Email

Insightly won't accept email messages that are auto-forwarded or auto-assigned via an automatic rule, so you'll need to forward emails to your Insightly mailbox individually. Insightly is not desig...

• Edited February 19, 2019 23:33
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1. Videos & Webinars
2. Tutorials

This video is part of the Insightly Importing Guide A video to guide you through importing your records into Insightly CRM. Whether you're importing contacts, leads, organizations, opportunities, o...

• Edited January 24, 2019 19:52
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1. Videos & Webinars
2. Recorded 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 December 06, 2018 01:12
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1. Insightly Classic
2. [Insightly Classic] Videos and Webinars

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. A video tutorial on how to create, assign an...

• Edited December 04, 2018 21:09
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1. Insightly Classic
2. [Insightly Classic] Videos and Webinars

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. Business relationships are complicated. That...

• Edited December 04, 2018 21:08
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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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