
Kourtney Stuthard
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What are Custom Apps?
Sharing your CRM with every person in the company can get crowded. Administrators can use Custom Apps to create an Insightly experience that is tailored to fit each team. Completely separate from...
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Custom Calculated Field examples
With custom calculated fields, you can create mathematical formulas using C# (C sharp). The formulas and their resulting values are based on the data in your records. Below are some examples of cus...
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How to edit a Quote
Users can edit the details of their Quote, add additional Products to a Quote, and edit the Products that appear in a Quote. To edit a Quote's details Open a Quote record. Click the Actions dropd...
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How to rename standard objects
You're probably familiar with objects - they contain and organize all of your records. Insightly’s standard objects are any objects that were created by Insightly, like Contacts or Opportunities. T...
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August 2019
New Product Insightly Marketing Marketing Automation is software that allows users to optimize their marketing activities. Like the name suggests, it is used to automate the repetitive tasks in y...
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September 2019
New Features Marketing - Dashboards: Added Dashboards functionality to Insightly Marketing. Dashboards display a quick overview of your most critical information. Learn more. Product Updates Pro...
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How to create a Price Book
Insightly features a Standard Price Book that contains the prices that each of your Products are normally sold at. Users can also create additional Price Books to reflect discounts or other price ...
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Webinar Recording: Navigating your Insightly CRM
Insightly CRM makes it easy to grow relationships, accelerate sales, manage your projects, and streamline business processes. Whether you're a new Insightly user or have been using it for some ti...
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Webinar Recording: Configuring Insightly CRM
Whether you're a new Insightly Admin or simply looking for configuration best practices, this webinar guides you through the steps to ensure you get the most out of your CRM. Join one of our produ...
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April 2020
New Features CRM and Marketing - Rename Standard Objects: Admins can now rename any of Insightly's standard objects. Learn more. Journeys - Report tab: Added a Report tab to Journeys. Any that are...
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