When you are creating a new record in Insightly, there will probably be other new records you need to create alongside it.
For example, if you are creating a new Contact you might also want to crea...
Welcome to Insightly!
When you log into Insightly, you'll see the Home page.
There are two different types of data you can choose to display on this page: Dashboards and Recent Activity. Click the ...
Insightly's Guides are designed to give you the knowledge to get the most out of your CRM.
Security and Permissions Gu...
As you've started to learn about Insightly, you will have come across the term "objects." Objects are the types of records you'll add to Insightly - all of your business's most important informatio...
As you've started to learn about Insightly, you may have come across the terms objects, records, and fields. So, what are they?
The items in the navigation bar on the left of Insightly are examples...
Can I create a Quote on the Insightly mobile app?
No. You can view Quotes you have created, but you cannot create a Quote from the Insightly mobile application.
Does the Opportunity currency field support decimal prices?
Do Quote quantity fields support fractional quantities?
Can I set up an approvals process for quotes with steep discounts?
Yes. You can do this with Object Validation Rules.
Can I create a list view that includes my records with custom image fields?