Kourtney Stuthard

1. Sales and Project Management
2. Webforms

With Web to Contact or Web to Lead, you can build a webform to place on your website and have your visitors submit their information. How do they work? How to create a webform Hiding fields   Ho...

• Edited October 13, 2020 18:20
• 1 follower
• 0 comments
• 3 votes

1. Insightly Marketing
2. Insightly Marketing Integrations

Overview The Insightly Marketing Zoom integration makes it easy to track Zoom activity for your Prospects within Insightly Marketing.   Automatically create a Prospect record when someone register...

• Edited October 09, 2020 18:38
• 1 follower
• 0 comments
• 1 vote

1. Insightly Marketing
2. Connecting CRM

If you are using both Insightly CRM and Insightly Marketing, some of the records in each application may share important information. Use the CRM Connector to setup Prospect Field Mapping, which wi...

• Edited October 09, 2020 16:56
• 1 follower
• 0 comments
• 0 votes

1. Getting Started in CRM
2. Insightly 101

Online support for all users All users, including users on our free plan, have access to the resources here at the Insightly Help Center. These include: Our official help articles for training, gu...

• Edited October 01, 2020 20:50
• 0 followers
• 0 comments
• -16 votes

1. Managing Your Records
2. Categories, Tags, and Custom Fields

Tip This article is for creating custom calculated fields for use in records and uses C# (C sharp). How Calculated Fields work How to create a calculated field A note about dividing   How Cal...

• Edited October 01, 2020 20:10
• 1 follower
• 0 comments
• 0 votes

1. Insightly Marketing
2. Landing Pages

Tip You will need a DevOps (Infrastructure) Engineer familiar with DNS to add a CNAME record for your subdomain. Using a subdomain allows Insightly Marketing users to manage their Landing Pages s...

• Edited October 01, 2020 20:07
• 1 follower
• 0 comments
• 0 votes

1. Getting Started in CRM
2. User Settings

In 2019, Google began changing how third-party applications, like Insightly, could access user data through Google provided APIs. We've made some updates on our end so that our users can continue t...

• Edited October 01, 2020 20:02
• 1 follower
• 0 comments
• 1 vote

1. Managing Your Records
2. Categories, Tags, and Custom Fields

Converting an opportunity into a project will automatically copy the Opportunity's links, but you may also have custom fields that you need to transfer to the project. To map a custom field from op...

• Edited October 01, 2020 19:39
• 1 follower
• 0 comments
• 0 votes

1. Sales and Project Management
2. Products, Price Books, and Quotes

Quotes come with their own premade template available for creating PDFs. If you want to generate PDFs for other objects or if you just need multiple templates, you will need to create and upload yo...

• Edited October 01, 2020 19:38
• 1 follower
• 0 comments
• -2 votes

1. Insightly Marketing
2. Emails

Users can add their own custom HTML blocks to their Email templates. If you have coding you use regularly or just want to create some for your Email campaigns, you can do so in Insightly Marketing....

• Edited October 01, 2020 19:36
• 1 follower
• 0 comments
• 0 votes