Kourtney Stuthard

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. 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. 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. 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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