Kourtney Stuthard

1. Managing Your Records
2. List Views

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...

• Edited August 13, 2020 22:21
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1. Insightly Marketing
2. Reporting for Marketing

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...

• Edited August 13, 2020 22:14
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1. Insightly Marketing
2. Reporting for Marketing

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, ...

• Edited August 13, 2020 19:47
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1. Insightly Marketing
2. Forms

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...

• Edited July 28, 2020 22:55
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1. What's New?
2. Updates and New Features

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...

• Edited July 15, 2020 16:37
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1. Insightly Marketing
2. Emails

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...

• Edited July 14, 2020 19:12
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1. Getting Started in CRM
2. Beginner's Guide: Admin

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...

• Edited July 06, 2020 18:31
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1. Insightly Marketing
2. Lists

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...

• Edited July 02, 2020 21:23
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1. Managing Your Records
2. Merging and Cloning

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...

• Edited June 25, 2020 20:38
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1. Reporting & Dashboards
2. Dashboards

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...

• Edited June 16, 2020 20:48
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