Kourtney Stuthard
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- Total activity 949
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Kourtney Stuthard created an article, July 2020
New Features Account - G Suite Conversion: Users can now convert their non-G Suite accounts to G Suite accounts. Learn more. CRM and Marketing List Filters: Users can now filter Prospect Lists by...
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Kourtney Stuthard created an article, How to customize Opportunity Line Item and Quote Line Item Multi-Line Layouts
Insightly admins can alter the fields and the order they appear in for Opportunity Line Items and Quote Line Items through the page layout feature. To customize: Go to System Settings > Objects an...
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Kourtney Stuthard created a post, Insightly Office Closed Friday, July 3rd
Just a heads up, the Insightly team will be out of the office Friday, July 3rd in observance of Independence Day. We will return on Monday, July 6th. As always, we highly encourage our community ...
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Kourtney Stuthard created an article, How to add Contacts and Leads from CRM to Lists in Marketing
If you use Insightly Marketing as well as Insightly CRM, many of your Contacts and Leads may benefit from receiving Emails sent through Insightly Marketing. Users can add these records to Lists thr...
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Kourtney Stuthard created a post, Insightly Office Closed Friday, June 19th
The Insightly team will be out of the office Friday, June 19th in honor of Juneteenth, also known as Freedom day, to commemorate the day in history that slavery was finally abolished in this countr...
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Kourtney Stuthard created a post, June 2020
Check out Insightly's product updates for June 2020. You can see all of our updates in the What's New? page.
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Kourtney Stuthard created a post, May 2020
Check out Insightly's product updates for May 2020. You can see all of our updates in the What's New?
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Kourtney Stuthard created an article, How to review Email statistics
After you send an Email from Insightly Marketing, you will want to review how it performed. Insightly provides this data from the Statistics tab for every Email sent to Prospects. To view this dat...
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Kourtney Stuthard created an article, June 2020
Product Updates CRM and Marketing - CRM Connector: Admins can now choose to copy a CRM field into Marketing, or copy a Marketing field into CRM. Additionally, new custom fields for CRM can now be...
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Kourtney Stuthard created an article,