Kourtney Stuthard
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Dynamic Layout Rules - Required Fields
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Custom Objects - Customized for your Needs
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Custom Apps - Streamline Your Business
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Calculated Fields - Multiplication
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What is Insightly Voice?
Insightly Voice is a built-in telephony system within your CRM. With it, you can make and receive phone calls right from your web browser. Insightly Voice was built with sales teams in mind: calls ...
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What are Custom Objects?
You're probably familiar with Insightly's standard objects - they contain all of your records. From Contacts to Organizations, objects store critical information. While our standard objects are ve...
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What are Dashboards?
This article is part of the Guide to Insightly Dashboards A dashboard displays a quick overview of your most critical information. Dashboards allow you to present your data, gain a new perspective ...
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May 2020
Product Updates Lead Conversion Mapping - Organization Email Domain: Added the Organization Email Domain field as a mappable field in Lead Conversion mapping. Marketing Emails - Unsubscribe: Unsub...
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