
Kourtney Stuthard
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What are Hosted 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 ...
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Connecting Insightly to QuickBooks Online
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...
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What are 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...
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Adding Prospects to email test 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...
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How to assign a Price Book to an Opportunity
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...
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What are Prospect 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...
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How to create Prospect Profiles for 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...
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How to unpublish a Landing Page
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...
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How to embed a video into a Landing Page Template
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 ...
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Insightly Marketing Reporting: Emails, Journeys, and other performance reporting
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