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. 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 February 26, 2020 22:46
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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 July 02, 2019 20:01
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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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1. FAQ
2. Account Administration & Billing

Question Can our users be on different plan levels? Answer No, all users in your Insightly account must be on the same plan.

• Edited April 18, 2019 19:16
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1. Sales and Project Management
2. Products, Price Books, and Quotes

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 ...

• Edited April 24, 2020 21:05
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1. Managing Your Records
2. 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...

• Edited May 21, 2020 00:36
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