Kourtney Stuthard

1. Managing Your Records
2. Individual Records

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...

• Edited May 08, 2019 17:43
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1. Getting Started in CRM
2. Beginner's Guide: Admin

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 ...

• Edited May 02, 2019 19:33
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• 10 votes

1. Getting Started in CRM
2. Insightly 101

Insightly's Guides are designed to give you the knowledge to get the most out of your CRM.  Beginner's Guide Dashboards Guide Importing Guide Reporting Guide Email Guide Security and Permissions Gu...

• Edited April 29, 2019 22:25
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1. Getting Started in CRM
2. Insightly 101

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...

• Edited April 29, 2019 22:24
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1. Getting Started in CRM
2. Insightly 101

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...

• Edited April 29, 2019 22:22
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• 21 votes

1. FAQ
2. Products, Price Books, & Quotes

Question Can I create a Quote on the Insightly mobile app? Answer No. You can view Quotes you have created, but you cannot create a Quote from the Insightly mobile application.

• Created April 22, 2019 22:11
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1. FAQ
2. Sales Management

Question Does the Opportunity currency field support decimal prices? Answer Yes.

• Edited April 22, 2019 21:34
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1. FAQ
2. Products, Price Books, & Quotes

Question Do Quote quantity fields support fractional quantities? Answer Yes.

• Edited April 22, 2019 21:22
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1. FAQ
2. Products, Price Books, & Quotes

Question Can I set up an approvals process for quotes with steep discounts? Answer Yes. You can do this with Object Validation Rules. 

• Edited April 22, 2019 21:12
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1. FAQ
2. Custom Fields

Question Can I create a list view that includes my records with custom image fields?  Answer No.

• Edited April 22, 2019 20:46
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