Kourtney Stuthard

1. Insightly Marketing
2. Files

If you often send out white papers, competition comparison information, or any content meant to target Prospects, it's important to know how successfully they're performing. With Hosted Files, you ...

• Edited September 15, 2020 18:03
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1. Connecting to Other Apps
2. Accounting Software

An administrator with an Intuit login can connect Insightly to the QuickBooks Online accounting program. This will allow you to display customer summaries and the status of individual invoices, pay...

• Edited September 10, 2020 20:00
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1. Sales and Project Management
2. Products, Price Books, and Quotes

When a Prospect lets you know that they are seriously interested in your business, congratulations! You've proved the value of your products and services. Your work doesn't end there, however. Cus...

• Edited September 09, 2020 21:20
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1. Insightly Marketing
2. Lists

Email test Lists are used to send an Email to your coworkers that you intend to send out to your Prospects later. Sending the Email through your test List first gives you and anyone on the List the...

• Edited September 04, 2020 22:48
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1. Sales and Project Management
2. Products, Price Books, and Quotes

After you've created your Products and Price Books, you will need to connect them to your Opportunities before you can start generating Quotes. Start by assigning a Price Book to an Opportunity.  I...

• Edited September 02, 2020 21:53
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1. Insightly Marketing
2. Profiles and Grading

It’s important to know if a Prospect is a good fit for your company before you reach out to them. Profiles allow users to define what their ideal client profile looks like. Admins can create multip...

• Edited September 02, 2020 21:23
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1. Insightly Marketing
2. Profiles and Grading

Prospect Profiles are used to assign grades to your Prospects based on your ideal customer profile. Grading a Prospect on criteria such as location, company size, or job title can help your sales t...

• Edited September 02, 2020 21:04
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1. Insightly Marketing
2. Landing Pages

There are two methods for unpublishing a Landing Page: By marking it inactive or by deleting the record. When you uncheck the Active checkbox on a Landing Page record, you can preserve the record a...

• Edited September 02, 2020 20:54
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1. Insightly Marketing
2. Landing Pages

When your building a Landing Page Template, you can embed videos from services such as YouTube and Vimeo. How to embed a video Start building your template. Go to the Design section. Drag ...

• Edited September 02, 2020 20:41
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1. Insightly Marketing
2. Reporting for Marketing

• Edited August 31, 2020 23:28
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