Kourtney Stuthard

1. Importing & Exporting
2. Importing

The links below allow you to download a sample CSV file for each Insightly object. They will give you an idea of how to set up a file before importing your records.

• Edited August 09, 2019 18:45
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1. Getting Started in CRM
2. User Settings

Users can allow Insightly to send them real-time notifications on their web browser so they never miss an update. This feature is available on Google Chrome, Microsoft Edge, Firefox, Safari, and an...

• Edited May 08, 2019 17:49
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1. Reporting & Dashboards
2. Dashboards

This article is part of the Guide to Insightly Dashboards What is the difference between a Dashboard and a Dashboard Card? Dashboards are where dashboard cards live, and each Dashboard Card contain...

• Edited December 15, 2020 21:33
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1. Sales and Project Management
2. Webforms

With Web to Contact or Web to Lead, you can build a webform to place on your website and have your visitors submit their information. How do they work? How to create a webform Hiding fields   Ho...

• Edited October 13, 2020 18:20
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1. What's New?
2. Updates and New Features

Product Updates Email designer - HTML Editor: Added an HTML Editor to the Email designer. If you want more control over an Email’s body than our Email creator offers, you can design your own by c...

• Edited February 09, 2021 20:53
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1. Managing Your Records
2. Custom Buttons

Custom Buttons are used to quickly execute actions directly from a record. There are 3 different types of buttons: Hyperlink, Webhook, and Lambda. Custom Buttons can be added to page layouts in CRM...

• Edited December 04, 2020 22:51
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1. FAQ
2. Custom Fields

Question Can I edit a standard Insightly field? Is there any way I can edit a non-custom field? Answer No. You can create a custom field that is similar to the standard field, then update it to fit...

• Edited October 02, 2019 22:20
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1. Insightly Marketing
2. Reporting for Marketing

When your report includes a numeric field, you can include a calculated summary row to display the sum, average, count, and minimum or maximum of the values in that column. The summary field will b...

• Edited September 23, 2019 19:04
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1. Getting Started in CRM
2. Beginner's Guide: Admin

Projects are records for managing your work outside of sales, such as installations, onboarding, maintenance, event planning, and even internal processes, like hiring or website management. Project...

• Edited December 04, 2020 22:52
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1. Getting Started in CRM
2. Beginner's Guide: Admin

User Settings can be accessed by all users and is used to personalize your account to fit your preferences and needs. The changes you make here will not affect another user's settings. Let's start ...

• Edited February 12, 2020 17:55
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