
Kourtney Stuthard
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How to create a List View
Sorting through your records is easy with List Views. You can apply multiple filters to create a targeted view of your records. You'll also use them to create lists for kanban views. With List View...
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Form Submission Report
After a Prospect has filled out and submitted a Form, you can review their activity through the Form Submission Report. By default, the report includes: Form Handler Name Form Submission ID Visito...
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Basic report filtering
When creating or editing a report, adding filters will affect which records appear in the results. For example, you might want to create one report of all new Prospects in the state of California, ...
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How to change the order of Finish Actions
If you have created multiple Finish Actions, you might find that they would make more sense in a different order. Users can move an action up or down the list. If the action is at the top of the li...
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July 2020
New Features Marketing - Email: Users can now track which Prospects have clicked on a redirect link in an Email if the website has been setup as a tracked domain. Users can also set Finish Actions...
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How to review a sent Email
When you send an Email to Prospects, you can return to the Email record later to review what was sent and how well it performed. Here's a brief overview of each section: Details tab The Details tab...
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How to edit field level permissions
With field level permissions, Insightly administrators on Enterprise plans will be able to select which fields other users will have access to. Any field from any object type can be updated as long...
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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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Merging two or more records with SmartMerge
Insightly's SmartMerge feature can help you find duplicate Contacts, Leads, Prospects, or Organizations and merge them into one master record.If you are using Insightly Marketing: SmartMerge will a...
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Dashboards: Data Visualization Basics
Understanding data visualization is a big part of making your dashboards work for you. Beyond choosing the right chart, it isn’t always apparent to beginners which fields need to be used to get ins...
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