Kourtney Stuthard

1. Insightly Marketing
2. Journeys

Journeys are used for nurturing your prospective customers. With them, you can monitor customer interactions and streamline your marketing process. The Journey Builder is a tool for structuring an ...

• Edited July 29, 2019 18:05
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1. Insightly Marketing
2. Lists

Dynamic List Rules are used to set the criteria that a List will filter Prospects by. For instance, if you need a list that contains only customers from Australia, you would create a rule that woul...

• Edited July 29, 2019 17:39
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1. Insightly Marketing
2. Emails

There are two different editing options for Email templates. You can either edit the details of the template, such as the template type or the folder it lives in, or you can edit the formatting of ...

• Edited July 23, 2019 19:52
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1. Connecting to Other Apps
2. The Insightly CRM Sidebar for Gmail

If you have an Android or iOS device, you can access the Insightly CRM Sidebar for Gmail from anywhere. You will need to install the Sidebar from your desktop browser first. To use the Sidebar from...

• Edited July 11, 2019 17:06
• 1 follower
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• 1 vote

1. Connecting to Other Apps
2. The Insightly CRM Sidebar for Gmail

You can use your Insightly email templates when replying to emails in your Gmail inbox through the Sidebar. Templates can be used when replying to an email or when you compose a new email. The Side...

• Edited July 11, 2019 16:52
• 1 follower
• 0 comments
• 1 vote

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 July 08, 2019 23:13
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1. Getting Started in CRM
2. Beginner's Guide: Admin

Projects are records for managing your work outside of sales, such as installations, onboarding, maintenance, event planning, and even internal processes, like hiring or website management. Project...

• Edited July 02, 2019 20:01
• 1 follower
• 0 comments
• 2 votes

1. Getting Started in CRM
2. Beginner's Guide: Admin

Contacts are people who are directly associated with your business. Whether they're someone you work with, someone you're selling to, or someone you provide services to, contacts are integral to yo...

• Edited July 02, 2019 19:50
• 1 follower
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1. Getting Started in CRM
2. Beginner's Guide: Admin

Insightly administrators should get very familiar with the System Settings page. These settings affect all users on an account. To view the System Settings page, click the profile menu and select S...

• Edited July 02, 2019 19:47
• 1 follower
• 0 comments
• 1 vote

1. Getting Started in CRM
2. Beginner's Guide: Admin

User Settings can be accessed by all users and is used to personalize your account to fit your preferences and needs. The changes you make here will not affect another user's settings. Let's start ...

• Edited July 02, 2019 19:44
• 1 follower
• 0 comments
• 2 votes